Sharing and approving
Share links, magic links, and estimate approval.
Access
You share a document with a link — either a scoped link to a single invoice or estimate that needs no login, or (optionally) an email magic-link that lets a client contact browse their full history with you.
Links are scoped to exactly what they were generated for: a client can never see another client's documents, and links can expire or be revoked from your side.
What a client sees
- A read-only invoice with a downloadable PDF, showing correct amount paid and balance due.
- A read-only estimate with Approve / Reject buttons.
Approving or rejecting an estimate
When a client approves or rejects an estimate through the portal, Springtrack records who decided and when. Once decided, it can't be re-decided from the portal — if something changes, send a new estimate.
View tracking
Springtrack records when a client views an invoice or estimate (your own team viewing it doesn't count), so you can see a "Viewed" indicator on the document instead of wondering if it ever got looked at.