Client self-serve portal
from the Yes Foreman platform
Send one link. Clients review quotes, check what they owe and request work without ringing you for the fifth time this week.
- CapturedClient self…
- In Yes ForemanSynced to job
- 03SharedClient in the loop
Client self-serve portal in Foreman: how it works
Half the calls to a service business are clients asking where their quote is or how much they owe. Foreman gives each client a private portal link, so they can check their quotes and invoices, confirm an appointment or ask for new work without ringing you.
Step 1
Share the portal link
Open the client and select Portal to copy their private link, then send it through your usual channel.
Step 2
Clients review quotes
Sent quotes waiting for a decision show up front. The client opens Review quote to see it and use the approval actions.
Step 3
Clients see what they owe
View invoice shows the remaining balance on sent and overdue invoices, and offers online payment when your payment setup supports it.
Step 4
Clients request work
Tell us what you need lets the client describe a job and a preferred date. It arrives as an enquiry for you to schedule; a preferred date isn't a confirmed booking.
Client self-serve portal: common questions
Can clients see draft quotes?
No. Drafts, superseded quotes and void invoices are never listed; the portal only shows issued documents.
Does opening the portal charge the client?
No. Payment only happens if the client chooses to pay an invoice online.
Who can see a client's portal?
Anyone with that client's private link, and documents are restricted to that contact and their organisation. Share it only with the client.
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