Free contractor and field service software
Keep customers informed with a private project portal
A Workvado customer portal is a private project page that lets you share selected project information and receive customer comments. Customers can open the shared page without creating a Workvado account, and you can choose password protection.
Publish a clear view of the project
Choose the project information and files appropriate for the customer, then publish the portal. This gives the customer a focused place to follow progress without exposing your full company workspace. Check the published view before sending its link.
Keep questions beside the job
Use portal comments and status history to keep customer questions and updates in context. Add useful progress evidence such as site photos and relevant documents. A clear update should explain what was done, what comes next and whether you need a customer decision.
Use the sharing controls for the audience
Customer portals are excluded from search indexing. That exclusion is a discovery control, not a password: anyone who receives an unprotected portal link may be able to open it. Choose a password where appropriate, share the link deliberately and review what is published.
Provide an understandable handoff
Before closing a project, check that the portal tells a coherent story of the work and remaining questions. Keep approval records and commercial documents consistent with the delivered scope. Portal access does not require the customer to become a company teammate.