Notify your client after an update

After you publish a change, Handysuite can help you nudge your client with a short message and the portal link. Sending is always manual from your own apps—there is no server-side SMS or WhatsApp from Handysuite.

When it appears

After you publish from Update client, iOS can open Update your client with a generated message. Publishing updates the portal first. The message is a separate step you start yourself.

Issuing a quote or change order, and publishing a client handover, also leave sharing to you. Use Share portal link or Share client portal on those screens.

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What the message contains

The text summarizes what changed and ends with your portal link. Photos, PDFs, and files stay on the portal—the chat message is only a pointer, not attachments.

Channels

Choose one:

• WhatsApp — opens WhatsApp with the client’s number and message prefilled (you tap Send)
• Messages — opens Messages the same way
• Mail — opens Mail when the project has a client email
• Copy — copies the message to the clipboard
• Share — system share sheet

For WhatsApp or Messages, the client phone on the project must be a valid international number (country code + number). The app checks this when you save contact details.

Requirements

• Portal link ready — project synced online with a public token
• Phone in E.164 format for WhatsApp or Messages
• Email on the project for Mail

If a channel is disabled, add or fix client contact on the project, then try again.

Siri and automatic sending

Status updates from Siri or Shortcuts update the portal but do not open this share flow. Scheduling a visit from Siri does not send a message either. Use Update client in the app when you want the usual share prompt.

Related

• Create and share the portal link
• What your client sees