Clients can see exactly where a project stands without you sending updates, freeing up your time.
Key Facts
- 1Clients view project status in a clean portal
- 2No more daily “where are we?” emails
- 3Team stays focused on work instead of status calls
- 4Automation runs in the background, no extra work for you
The Problem
You get a lot of “where is my project?” emails and phone calls from clients.
It takes time away from the work you actually do, and you may miss new jobs because you’re busy answering updates.
How It Works
The system watches for key moments, like when a job stage changes or a task finishes.
When that happens, it adds a note to the client’s portal so they can see the latest status instantly.
You don’t have to write an email or set up a meeting; the update appears on its own.
What It Means for You
You save hours each week that would have been spent on status‑update calls.
Clients feel more in control, so they reach out less often.
With fewer interruptions, you can take on more projects and grow your business.
Getting Started
Open the automation builder and choose the “Project Stage Update to Client” template.
Connect it to the project board you already use, turn on the switch, and give your clients the portal link.
From then on, every time a stage moves, the client sees the change automatically.
Frequently Asked Questions
Do clients need to log in to see the updates?
Can I choose what information they see?
The Bottom Line
The portal gives your clients a clear view of progress without you having to send updates.
That means less time on the phone, more time on the work that earns money, and a smoother experience for your business.