Share job progress with the customer portal

The customer portal lets a customer see where their job has got to, without phoning you for an update. It needs a paid plan.

What the customer sees

A simple page with the job's current stage and a timeline of:
- stage changes
- tasks you have marked as customer-visible once they are completed
- notes you have chosen to share

It is read-only and needs no login. Customers see the customer-facing label for each stage rather than your internal stage name.

Switch it on

1. Open Pipelines and edit the pipeline.
2. Turn on Customer portal.

Each job in that pipeline then gets its own private link.

Share a job's link

1. Open the job.
2. In the portal section, choose Copy link.
3. Send the link to your customer, by email or message.

The link is unique to that job and can't be guessed.

Control what is shown

• Hide a whole job. Use the Shared switch on the job to hide it from the portal. The link then shows nothing until you share it again.
• Notes. Notes are internal by default. Switch a note to shared when you want the customer to read it.
• Tasks. Each default task on a stage can be marked as customer-visible or hidden.
• Stage names. Set a customer-facing label on any stage whose name is only for your team.