Share the client hub with a customer
One private link where a customer sees their quotes, invoices, and upcoming visits — and can pay or request work. No login.
Updated Jul 30, 2026
The client hub is your customer portal without the password reset emails. Each customer gets a private, unguessable link showing only their own records.
When Google or Apple sign-in is enabled, customers can choose Save access to this portal and use the same verified email your business has on file. Saved portals are available at /portal. Apple Hide My Email can use a different address; the original private link still works without login. Changing the customer email or replacing the portal link invalidates saved access.
- 1Open the customer's profile and find the Client hub button.
- 2Copy the link and send it however you like — or just let it ride along: quotes, invoices, and receipts you email already include a "View everything in one place" link to the hub.
- 3From the hub, the customer can review and approve quotes, view and pay invoices, see upcoming visits, and submit a work request that lands in your Bookings inbox.
The hub only ever shows that one customer's records, and drafts are never visible. Work requests they submit are pre-linked to their customer record, so converting one to a job is one click.
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