The Portal allows you to invite your clients to follow real time progress on projects for which you choose to provide access. Any users in your company's account with either Admin ("Edit Company Settings") or Manager ("Control Projects") permission have the ability to invite clients to join the Portal.

In Settings>Portal>Basics, you can customize what you want your clients to see. In order to access the Portal settings, you must be an admin on the account, meaning you have the "Edit Company Settings (Admin)" permission.

In Settings>Portal>Users, you can view and manage all clients that you have invited to become portal users, and see the total number of projects they have access to.

If you'd like to deactivate a portal user, you can click on the client name to bring up the "Edit Portal User" window, click Deactivate User, and then click Save.

NOTE: A client in your account must have a contact with an email address in order to invite them to the Portal, and you must have that contact selected in the Primary Contact field within the project in Project Details.

(The contact's email address cannot be affiliated with another Jetbuilt account. To share a project with an existing Jetbuilt Project user, please use the Project Sharing feature.)

Once the project is in the established stage (based on Settings>Portal>First Stage for Access), you will have the ability to invite your client to the Portal.

From the Overview page of your project, you have can invite your client to join the Portal--assuming they are not already invited--and to view this project by clicking on the portal icon next to the client's name.

The "Grant Client Portal Access" window will pop up where you can enter a custom message. Click Grant Access, and your client will receive an email invitation to enter the Portal and view this project.

NOTE: You must have either the "Edit Company Settings (Admin)" permission or the "Control Projects (Manager)" permission to grant project access to a client.

Once you have granted access to the project, the portal icon will turn golden-yellow.

Now that client has joined your Portal, and will have access to this first project!

With the process detailed above, after the first time you invite a client to the Portal (and to view that first project), any time you click on the portal icon next to the client's name on the Overview page of a project, it will grant access to that specific project.

You also have the ability to auto invite clients to view their projects once the project reaches the first stage for access you've selected in Settings>Portal.

IMPORTANT: If you have never invited a specific client to the Portal manually as described in the previous section, but you have the "Invite To Portal For New Projects" (a.k.a., auto invite) turned on for that client (as shown below), then the next time that you move a project of theirs into the established stage designated in Settings>Portal, they will receive an invitation to join the Portal and will be able to view that project.

To set up the auto invite, go to the Clients page, select the client, and hover your mouse over the client name to open the editing window.

Scroll to the bottom of the window that pops up, select the checkbox for "Invite to Portal for New Projects" (a.k.a., auto invite), and then click Update Client.

Now, the next time you move a project into the established stage designated in Settings>Portal, that client will be granted access to that project in the Portal!

NOTE: You must have either the "Edit Company Settings (Admin)" permission or the "Control Projects (Manager)" permission to select the "Invite to Portal for New Projects" (a.k.a., auto invite) checkbox.

Proposals and Change Order reports that have been generated in the project can be securely shared via the Portal for your client to view and sign (if you are utilizing the eSign feature). If you have granted your client access to the project, you'll see a portal symbol on the "Send to Client" button.

When clicking this button, a window will pop up that give you the opportunity to add a message, and then click Send Proposal to send it.

Once you have sent the proposal, you'll see the button is now greyed out and reads "Sent to Client."

A comment will be auto-generated on the Portal Discussion tab when a proposal is sent that includes a link to view the proposal. A notification will also show on your Dashboard in your company's Recent Team Activity.

After the client reviews and signs the proposal, a green eSign signature symbol will show next to the proposal name, and the signed proposal can be viewed and downloaded.

NOTE: When using the client portal, the "Make Public" feature to enable a shareable link to the project is no longer available as the Portal is a secure way to send proposals.

When a client is given access to view a project via the Portal, a new discussion group will be created in the Discussions tab of your project. This allows you to keep your internal discussions with your team separate from the discussions with the client.

You can easily upload files to your project and choose which ones to share with your client through the Portal by clicking the portal icon next to the file name.

Once access to the file has been granted to your client, the icon will turn golden-yellow. If you'd like to remove the file from the client's view on the Portal, just click the icon again.

If you are tracking items as assets in your project, and you have decided to share assets with your client via your Portal settings, your client will be able to view assets for any project, including some information attached to those items such as serial numbers. If you subscribe to the Service module, your clients will also be able to initiate service tickets for a specific asset.

Clients also have the ability to request projects directly through the Portal. Any projects initiated by the client will immediately show in your Projects List in the Opportunity stage with the Portal logo beside the project name.

The client can enter the project name, projected installation estimate, address, short description, and scope. You can edit this information in your account at any time via the Project Details.

Projects that are initiated by the client will always appear in their Portal account, even if the project stage is not in the company defined "First Stage for Access" (as established in your Portal Settings).

If you subscribe to the Service module, you can now share progress on service tickets with your client. You can communicate through discussion comments, add new appointments, and share files right in the portal.

Your client also has the ability to initiate new service tickets that will appear immediately within your account. Your client can indicate if the service request is for an item from a previously completed project in their account, enter a name for the service, and a brief description of their issue or request.

Once the service ticket appears in your account, you can click on the Case Details to edit or add any Client information, edit or add any project or asset information (if applicable), enter the coverage and payment details, and add and assign a technician. Once the Case Details have been entered, click "Update Service Case".

If the service case is connected to a completed project, you can add files to appear in the service case by navigating back to the original project, and adding files in the file area. The client will also be able to add files into the service ticket within the portal.

All files can be viewed either through the project that the service case is connected to, or within the service case itself.

The client will also have the ability to close the service ticket from the portal. They can include any notes, and then digitally sign off on the service case. Their comments and signature will appear within the service case in your account.

All activity in the service ticket will appear on the timeline, from case creation to close.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂