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.
- 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.
Related articles
Import from Jobber or Housecall ProBring your customers and jobs over by CSV — with a dry run before anything is written and one-click undo after.Set up your online booking pageA public estimate-request page customers use to pick services, add photos, and request work — shareable or embeddable on your site.
Still stuck?
Ask us directly — a real person answers. Contact us