What your client sees on the portal

When your client opens the portal link you sent, they see a client portal page in their mobile or desktop browser. No app install. No login.

What they can see

• Status and customer-safe stage or summary fields
• Timeline updates you posted
• Next visit — the soonest upcoming visit, with its note (or clear copy when none is scheduled)
• Files you published—quote PDFs, contracts, damage reports, photos, and other supported uploads

The page matches your project’s industry program branding and labels.

Finding a section

On a phone, use Jump to to move between the project overview, updates, and shared files. On a wider screen, use the section list beside the project. Only sections with published content appear.

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Quote and change-order responses

When you issue a quote or change order, the client can review its fixed scope, price, and terms, then accept or decline that version. A six-digit code is sent to the client email you saved on the job. Their decision is recorded only after they submit the code. It does not take payment or change the job status.

The latest version is shown first. Older versions stay on the page, collapsed. The portal shows their name, decision, optional note, and response time. Their verification email is not shown. Attached quote PDFs are supporting files; the issued version is the scope and price they respond to. Keep the link private.

Completion handover

After you publish a handover, your client can download a ZIP containing your completion notes, care instructions, warranty details, and selected files. Packets larger than 100 MB are downloaded as individual files instead. External videos remain online links.

What they cannot do

Clients cannot:

• Change status or project fields
• Upload files
• Post comments or chat inside Handysuite
• Create an account or “take over” the project

The portal URL acts as their access—keep it private and share only with that client.

If they have questions

Direct project questions (schedule, scope, payment) should go to you, their service professional. Handysuite support cannot modify a project on a client’s behalf without appropriate worker authorization through the product.

Privacy

Only worker-published content and the client’s verified offer responses appear on the portal. Internal notes and private fields stay in the app. See your agreements with the client for how you handle their contact information.

Related

• Notify your client after an update
• Create and share the portal link