Client Portal work on past/ history in our records
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Travis Purinton
I think this is a huge advantage for us a contractors to have a customer portal so customer can look at this history of what we have done for them. They can view invoice, estimate, appointments, tech notes on what was found or fixed. This will help with the daily updates that we have to give our customers and have a scorecard with each appointment. No one else out there has this feature.
Mike Quesada
Also if i may add to customer portal, showing customers equipment worked on to be linked to estimate, job, or invoices would also be a big plus!