Does the client have to create an account or is it created for them?
The account is created for the Client from the Projects module in Contractor Foreman and they are sent the login details through email.
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How I can create an expense account ?
Creating an Expense account, also referred to as an Expense Category, varies depending if you are integrated with an accounting system such as QuickBooks or not. If you are integrated with an accounting system, the Expense account must be created ...
Can my clients designer or architect have access to the client portal?
Yes, it is possible to create multiple Client Portal accounts for the same Project with different accesses so the designer can also see the Client Portal.
Can my client pay their invoice online?
Yes, the client can pay their invoices online as long as the associated Contractor Foreman account is set up with WePay integration. If this is not done already, you can do it in Integration settings.
Can my clients create change order request from the portal?
Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...