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Feature

Clients who can see everything ask for nothing

A branded portal where clients see upcoming visits, completion photos, quotes, and invoices — plus automated SMS, WhatsApp, and email messaging that keeps them informed without you lifting a finger.

A portal worth logging into

Clients see their schedule, visit completion photos, quotes, and invoices in one branded place — fewer "when are you coming?" calls.

SMS, WhatsApp, and email

Reach clients on the channel they actually read. Every message is logged to the contact record automatically.

Reminder cadences you control

One rules engine drives every reminder — visit notifications, quote chases, payment nudges — on schedules you define per division.

One-tap deep links

Every message links directly to the thing it’s about — the quote to approve, the invoice to pay, the booking to confirm.

Proof of work, delivered

Completion photos from each visit appear in the portal and on the invoice, heading off disputes before they start.

Send from anywhere in the app

A consistent send-message dialog on every screen — jobs, invoices, quotes, employees — with templates that fill themselves in.

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Client Portal & Automated Messaging | FieldStack