Share build progress with the customer
Post progress with photos while a job is under way. Share an update and it appears on the job in the customer's portal; tick Email the customer to tell them.
Where it is
- Workshop → Jobs — Open the job: Notes & files → Customer
Settings for this
- Settings → Customer portal — The customer needs portal access to see updates
- On the job, open Notes & files, then Customer.
- Press Post an update. Write What's happened (e.g. "Canopy frame welded and primed"), an optional Stage and More detail.
- Add Photos: Take or add photos, or Choose from job photos.
- Tick Share with the customer to show it in their portal. Leave it unticked to keep it staff-only.
- Tick Email the customer too to send one "your build has an update" email with a link (only if they have portal access).
- Press Post update.
Each update can be edited, hidden from the customer, or deleted later; hiding it keeps the photos on the job. If the job has no customer contact, there's no one to email.
To give the customer a file (a warranty, a compliance certificate, a fitting guide), use Notes & files → Files and Share to portal. See Share documents with a customer.