Understanding the Client Hub

The Client Hub allows your clients to access and manage everything related to their interactions with your company from a single, organized interface.

Requests

In the Requests section, clients can:

• View all existing requests exchanged with your team

• Track the status of each request

• Create and submit new requests directly from the hub

This ensures clear communication and centralized tracking.

Quotes

In the Quotes section, clients can:

• View all quotes sent by your company

• Review quote details

• Accept or reject quotes

• Sign quotes digitally when required

This makes the approval process fast and professional.

Invoices

In the Invoices section, clients can:

• Access their complete invoice history

• View invoice details

• Pay invoices directly through the Client Hub

This simplifies payments and keeps financial records transparent.

Appointments

In the Appointments section, clients can:

• View upcoming scheduled visits

• Review past appointments

• Stay informed about their service history

The Client Hub helps clients stay informed, respond quickly, and interact with your business in a clear and professional way.