3 articles
Contacts
Your clients and leads, their projects, and every email you sent them.
- Contacts — your clients, their projects, and email historyEvery client and lead in one place — their projects, payments, the full activity timeline, and a copy of every email BidCraft sent them.
- The customer portal — a tabbed hub your clients actually useA homeowner-friendly page your client opens on their phone, no login, with their proposal, schedule, photos, payments and a card to call or email you.
- Emailing your clients from a projectEmail a client from the project's Client page, see everything you've sent them, and what happened to portal messages.