Purpose
What this capability is for
Share quotes, invoices and selected job progress with the right customer.
Availability
Available
Available
Available in the app. Your plan, role and any required account setup determine what you can use.
Your plan, role and account setup determine which controls you can use. Ask the Owner if a feature is missing.
Workflow position
Give each person the right access.
Owners, staff, crew and customers see the records shared with their role.
Intended outcome: Keep customer information and private business records separate.