The Client Portal is a branded, self-serve page for your clients. They sign in to approve estimates, pay invoices, see upcoming visits, and request new work — 24/7, without calling your office.
What clients can do
Estimates — review a quote and approve, decline, or request changes.
Invoices — see what's due and pay online.
Appointments — check upcoming and past visits.
Requests — ask for new work (when you have requests turned on).
Wallet — manage saved payment methods for faster paying.
Tip: The portal is your logo and colors, on your own web address — clients see your business, with a small "Powered by Fieldsity" at the bottom.
The Client Portal is an add-on. Next: Set up the Client Portal.
