Client Link and Defects

The client link

On the project's Overview, press Make Client Link, then Copy, WhatsApp or Email to Client (the client needs a confirmed email: see Customers). The client opens it on their phone, with no login:

• progress and each stage,
• the contract, invoices and what they paid,
• the site diary with photos (you can hide it),
• variations to approve,
• defects.

Your costs, budgets and wages are never shown. Make a new link (the old one stops working) or switch it off at any time. The card shows when the client last opened it.

Variations approved online

A variation marked Sent appears at the top of the client's page with its lines and the new contract value. The client writes their name, ticks I agree, and presses Approve or Reject. The project changes at once and the office is told.

Defects (snags)

Project → Defects lists snags with photos, who fixes them and their status:

1. A defect is recorded by the team, or reported by the client on their link with photos.
2. Give it to a worker or team.
3. Mark Fixed with a note and photos: the client is told.
4. The client checks on their link: It is fixed (closed) or Not fixed (open again, the office is told). The office can also close it.

The client's retention, and a team's retention, cannot be released while defects are open.