Help

What your client sees on the portal

Status, files, and next visit in the browser.

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 date and time (or clear copy when not set)
  • Files you published—quotes, contracts, damage reports, photos, and other supported uploads

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

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 portal shows their name, decision, optional note and response time. Their verification email is not shown on the portal. 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. 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

Still stuck?

Browse more topics on the help center or email info@handysuite.pro. For account and product questions, see Contact support.