One link for the task. One verified home for the history.

Send a quote, invoice, or report straight to the client’s phone—then give them verified access to the matching records they need later.

No account for a direct link
Phone + document verification
Quotes, invoices, and reports

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One responsive client experience

Interactive assessment report on a phone — Report

Direct document linkVerified document history

01 / Direct link

Open the exact document. Skip the account setup.

Send the public link for one quote, invoice, or report. The client lands on the responsive record you intended and can take the available action without first searching a portal.

Quote → review and approve

Invoice → review and pay

Report → read findings

Current generic client quote showing approval, signer, date, property, and the detailed remediation scope — A current generic quote link preserves the approval, signer, date, property, and exact scope the client reviewed.
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Scroll through the workflow

3 views

Current generic client invoice showing enabled payment methods, method-specific totals, discount, and payment summary — The responsive invoice keeps the payment methods, exact method-specific totals, discount, and next action together.

Current mobile assessment report showing lab analysis, sample results, counts, and comparison information — A report link gives the client a readable current web view of the lab findings and area-by-area results.

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

02 / Verified portal

When clients need history, verify them before showing it.

The portal matches the phone number on file with a service date, quote number, or invoice number, then limits the dashboard to records tied to that client and company.

Current live mobile client portal asking for the phone number on file and verification by service date, quote number, or invoice number — A current live client portal verifies the phone number on file with a service date, quote number, or invoice number before revealing matching records.
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Swipe to view

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Verified records

One client. Matching history.

Non-draft only

AllReportsInvoicesQuotes

Reports

View reportDownload PDF

Invoices

View or payDownload PDF

Quotes

View or approveDownload PDF

03 / Decision trail

The client sees the decision. The office keeps the proof.

The responsive approval stays connected to generated files, permanent snapshots, views, and the signed event the office can inspect later.

Generated document history
Permanent approved snapshot
Expanded approval timestamp and view context

Current generic approved quote showing the approval status, signer, date, property, and retained scope — The approved client view records who signed and when, while the retained scope shows exactly what was accepted.
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Swipe to view

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04 / Output

The phone view and printable file tell the same story.

Each link is designed for the client’s screen while the corresponding quote, invoice, or report remains ready to download and print.

Scroll through the workflow

3 views

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

See your workflow, connected.

Bring the way you work today. We’ll show you what connects, what can be automated, and where the platform removes duplicate work.

0130-minute personalized walkthrough

02See pricing for your team size

03No obligations or pressure

1 — About you2 — Your focus