Displaying the Project Schedule in the Customer Portal

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Overview

You can choose whether your customer can see the project schedule in the customer portal. Use the Share with customer setting in the schedule's settings to turn this on or off.

Before You Begin

• Book the estimate and set up its schedule.

Share the Schedule With Your Customer

1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
3. In the estimate's left sidebar, under Production, click Schedule.
4. In the top right corner, click the gear icon (Schedule actions).
5. Click Schedule settings.
6. Turn on Share with customer to show the schedule tab in the customer portal. Turn it off if you don't want to share the schedule with your customer.
7. Click Save settings.

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Why This Matters

• You control whether your customer can see the project schedule in their customer portal.

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Summary

To show the project schedule in the customer portal, open a booked estimate, click Schedule, click the gear icon, and click Schedule settings. Turn Share with customer on or off, then click Save settings.