Client dashboard

First, your client does not need to create an account with Billdr PRO. Each time you create a project, a dashboard is automatically created for them. As soon as you send a quote, they receive an email. In that email, a blue button gives them access to their dashboard.

In their dashboard, clients can:

• View and sign quotes

• View and sign change orders

• View invoices and make payments

• View the contract balance

• See your contact information

• Share photos and documents

• View the schedule

• Access construction reports and logs

• Make certain material selections

Most of what the client can see is controlled by you (the contractor). For example, if you decide to share a document—such as daily logs—you must toggle it on from the admin platform.

The client dashboard is a public page, so you can also access it. To do so, open the project and, next to your client’s name, click View Client Dashboard. Clients can also share their dashboard with anyone, and no registration is required.

If you need more than one person to receive email notifications, simply add a second client from the Summary tab of your project.