Client portal
The client portal gives your clients a professional, self-service view of their work with you — no more “can you resend that quote?” emails.
What clients can do
Section titled “What clients can do”- Approve quotes — review the full quote and approve it with an electronic signature, or decline with a reason. You see the result instantly.
- View and pay invoices — full invoice detail, PDF download and the online payment link when Stripe is connected.
- Follow projects — status, progress and shared photos.
- See the schedule — upcoming appointments; clients can also request new ones for your approval.
- Message you — a direct message thread per client.
How access works
Section titled “How access works”- From a client’s page, click Send portal invite.
- The client gets an email with a secure link (valid for 7 days) and registers with their own password.
- They log in at app.ledgerjob.com/portal.
Quotes and invoices are additionally reachable through secure tokenized links included in the emails — clients can approve a quote or view an invoice even without registering for the portal.
Every portal action (login, views, approvals, signatures) is recorded and visible on the client record.