Update project status and progress

Keep clients informed from the field with one published update: a headline, status, next visit, and photos. The same portal link shows the result after you publish.

Publish with Update client

On the project, tap Update client.

1. Choose a starting headline (Work completed today, Waiting for materials, Schedule changed, or Ready for handover) or write your own. Add optional details.
2. Set the current status. Labels match that project’s industry program.
3. Turn on Change next visit only when the schedule should change. You can set a new time and a short arrival note, or clear the current next visit.
4. Add up to three progress photos. They are compressed before upload, and your plan’s photo limit still applies.
5. Tap Preview client update, then Publish update.

Publishing saves the status, note, and schedule to the portal. You choose whether to send a message afterwards. See Notify your client.

If you are offline, Save & close keeps the draft on this device. Reconnect before you publish. If photos are still uploading after the text is saved, you can retry them or share the update without those photos.

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Status and timeline on the project

You can still change status from the project’s Status section, and post a customer-visible timeline note from the portal section. Update client is the path that publishes headline, status, schedule, and photos together.

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Visits

The schedule section is named for the program—for example Next visit, Next session, or Next flight. It shows the soonest upcoming visit.

• Schedule visit or Reschedule visit sets that next time.
• All visits & history lists every visit. Add a time and a note the client should see, then tap Schedule visit. Mark a visit Complete or Cancel visit when it is done.
• Remind me 1 hour before saves a reminder on this iPhone. It is not sent to the client, and it does not follow you to another device.

Completing the soonest visit moves the portal’s next visit to the following scheduled one.

Files

Attach quotes, generated PDFs, or other supported types from the files area. Uploaded items appear on the portal when the file type is customer-facing for that program. To record a scope and price the client can accept, use Quotes & changes.

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