Private vs client-visible data

Some project fields are for your workflow only. Others are published to the client portal when you save.

Private info in the app

Private info on a project typically includes:

• Work site address (for your navigation and arrival automations)
• Client phone and email (for your WhatsApp, Messages, and Mail shortcuts)
• Internal notes that clients should not read

Edit these from the project detail Private info section.

iOS screenshotImage placeholder — Capture Private info sheet with address, phone, email, and internal notes fields visible. Blur or use demo data.

What clients see

The portal shows worker-published content only:

• Status, stage, and customer-safe summaries
• Timeline posts you create
• Files attached to customer-facing categories
• Next visit or milestone (when set)

Clients do not see internal notes, your private contact shortcuts, or unpublished drafts.

Portal screenshotImage placeholder — Capture the same project's client portal side-by-side concept: no phone number, no internal notes, only published status and files.

Phone numbers and messaging

Phone numbers must be valid international (E.164) format for WhatsApp and Messages from Update your client. The portal itself does not expose the raw number unless you put it in a customer-visible field (avoid that).

Generated PDFs and AI drafts

Smart Intake and document generators produce editable drafts. Review every field before attaching or sharing. See business practice.

Related

• What your client sees on the portal
• Notify your client after an update