What your client sees about your people and their job
Publish a worker's name, face and role so a customer knows who is knocking, and share the photos and notes that show what you found.
Everything the product records is internal by default — a worker’s details, a job’s notes and photos. That is the right default and the wrong ceiling, because two things a service business genuinely wants to send outward were stuck behind it.
Tell your client who is coming
The biggest anxiety in residential service work is not knowing who is about to knock. A name, a face and a line about what somebody does turns an unknown van into a person.
A worker’s profile can carry a public part: their first name, a photo, and a short line about what they do. That is what a customer sees — not their contact details, not their rates, not anything else on the record.
You choose what is published, per person. A worker with nothing published is not described, and the customer sees the business rather than a blank.
Show your client what you found
A crew photographs a cracked heat exchanger and writes down what they saw. That is exactly what a customer needs to see to believe a quote.
A note or a photo on a job can be shared with the client, and what is shared appears on their own page — see Your client’s own page. Everything else stays internal.
Sharing is per item and deliberate. Nothing a crew writes becomes customer-facing because somebody forgot a setting.
Where the line sits
Three things are worth being clear about:
- Internal is the default. Notes, photos and worker details are private until somebody publishes them.
- Publishing is reversible. Unshare something and it stops being visible, including on a page your client has already opened.
- Nothing about rates, costs or margins is ever publishable. There is no setting that would show a customer what a job cost you.
This page describes Client Visibility — Worker Profiles and Shared Notes. It is written from that feature’s record and covers what has shipped, never what is planned.