Client Portal
Client Portal
Letting clients view and approve documents without an account.
The client portal is a Pro plan and above feature.
The client portal lets your client — not an organisation user, just the person or company you bill — view their invoices and estimates, and approve or reject estimates, without creating a Springtrack account.
- Sharing and approving — how access works and what a client can do.
There's no online payment collection through the portal — it's for viewing and approving documents, not collecting money.