Share Files and Schedule to Client Portal

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).

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Upvoters
Status

Submitted

Board

💡 Feature Requests

Date

7 days ago

Author

Dmitry Alexin

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