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Share Files and Schedule to Client Portal

Feature Requests
Contractors need the ability to share Files and Schedule sections with clients through the client portal — not just Estimates and Daily Logs. Use case: share project files (photos, documents) and the project schedule with homeowner clients, while keeping internal notes private. Currently only Estimates and Daily Logs are shareable. Files and Schedule have no share toggle. Reported by Bob Sandler (Pro plan, insurance restoration GC).
Posted by Dmitry Alexin ·
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Comments1

  • Michael Reinhart

    •

    Apr 29

    I just asked the AI to share some files with my client and it did. I haven’t tried to do it manually though. I was able to share two documents that were generated from the chat.