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The Client Hub

Give each customer a private page with their quotes, invoices and appointments, where they can pay and ask for more work.

The Client Hub is each customer's own page with your business. No password or account needed: they open a private link and see everything in one place.

What your customer sees

  • Needs your attention: unpaid invoices with Pay → and quotes waiting for a signature with Review →.
  • Upcoming appointments: their scheduled visits.
  • Quotes: every quote you've sent them, with its status and total.
  • Invoices: every invoice, with the balance and due date.
  • Need something else? A short form to ask for more work: what they need, details and the best time for a visit.

The page uses your logo and colors and shows your phone and email. Drafts never appear.

Share a customer's hub

  1. Go to Work → Customers.
  2. Click Hub next to the customer. (Or open the customer and click Client Hub to open their page in a new tab.)
  3. Click Email the link to send it to the customer's email, or click the copy icon and send the link yourself by text.
  4. Click Open to see exactly what they see.

The window also shows when the customer Last opened their page.

Customers also get a link to their hub in visit reminder emails, and in job follow-up emails when you haven't set a review link, if those automations are on.

When a customer asks for more work

Their request lands in Work → Requests with the source Client Hub, already linked to them. With push notifications on (Pro), you get an alert in the app. See The Requests inbox.

The link is private, but anyone who has it can see that customer's page. If it's been shared by mistake:

  1. Click Hub next to the customer.
  2. Click Reset link and confirm.

The old link stops working right away. Send the new one to your customer.

Tip: Only team members allowed to manage customers see the Hub button. See Roles and permissions.