Providing clients with access to job status updates can enhance transparency and strengthen trust. Formitize enables the creation of secure client portals, where clients can view their job progress, invoices, and reports in real-time.
To set up client access, navigate to the Client Management section in the Web Portal. You can create a unique portal for each client, customize the information displayed, and assign login credentials. Clients can securely log in to view project updates, approve quotes, or download completed reports.
This feature reduces the need for constant back-and-forth communication, saving time for both clients and your team. Clients appreciate the convenience of having access to their project data whenever they need it, which can lead to improved satisfaction and loyalty.
Secure portals also support collaboration by allowing clients to provide feedback or additional instructions directly through the portal interface. This streamlined communication process improves project outcomes and enhances the overall customer experience.
