Is the Gantt view available for my client?
The Schedule will be visible in the client portal but the Gantt Chart will not be available for the client to see.
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How to view the schedule status of a Project?
There are a few different options for viewing a products Schedule. If the schedule needs to be created or edited, the best option is to do this within the Menu > Schedule. From there you can build and adjust the Gantt chart. You can also see the ...
How do I view Archived Items?
To view archived items in any module, go to the module and choose the Filter option. Once here, choose the status and select Archived and save and that should show you all the archived items in that module.
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
How do I enable or disable Client Portal access?
To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...
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.