Use the top site navigation menu to view your documents and support articles.
- Tap our logo to return to your home page of client portal.
- Tap Knowledge Base to search or view help and support articles.
- Tap Projects to view your projects in progress along with the tasks, files, discussions, tickets, contracts, estimates and invoices related.
- Tap Invoices to see a record of paid and unpaid invoices.
- Tap Contracts to view any current contract agreements.
- Tap Estimates to view any estimates that have been created for you.
- Tap Proposals to see a list of any proposals that have been sent to you.
- Tap Support to open or view any support tickets that have been opened.
- Tap Files to upload a few images or documents for a project. If you need to upload a bundle of files, please reach out to us to email them, or provide a Dropbox/Google Drive link.
- Tap Calendar to view any deadlines for projects, invoices, etc.
- Tap your profile logo to view/edit your profile, company details, announcements or logout.
- Tap View Account Statement on the portal home page to view your latest invoices activity.
Last modified on July 1, 2021