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Email the Client Portal and Daily Reports to your clients

Send a job's Client Portal link, or a daily report with photo thumbnails, to your client's email, as your company.

In this update

  • "Email link to client" on the job's Client Portal tab.
  • When you share a daily report, choose "Also email the client now"; shared reports also get an "Email to client" button.
  • The email shows the report summary and up to three photos, and opens the portal at that report.
  • A list of sent emails shows each one's status.
Learn more about Client Portal →

See it in the product

Real screens as they look today, with demo data.

Client Portal settings for a job: secure link, email to client and what the client can see
  • Shared daily reports with photos in the Client Portal
  • Owner app daily reports for a job: a report with three job-site photos, shared with the client
  • Client Portal update with the job-site photos: demolition finished and the new layout framed

Run your next job with AGT Work Crew

Jobs, crew time, estimates, invoices and client updates, connected from day one.

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  • 15-day free trial
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