The customer portal now looks like a project plan booklet

Same link as before, completely new feel. The customer portal opens on a beautiful cover plate — your logo, your business name, the homeowner's name in big serif type, and the date you prepared it. Underneath, each project reads like a chapter: a visual milestone timeline, the scope of work laid out as a numbered deliverables list, a payment-schedule tracker with Pay buttons, your update feed, and any tasks you opted to share.

You can print it

Hit File → Print on any browser and the portal lays out as a real booklet. Sticky nav, ask-form, and Pay buttons hide; each active project starts on its own page. Bring a printed copy to your walk-through and the homeowner has something tangible to keep on the kitchen counter.

You can brand it

Open Settings → Company → Customer portal to set:

A tagline under your business name on the cover.
An owner headshot for the cover circle + the About Us footer.
An owner display name for the "From {You}" caption.
A longer About blurb that lives at the bottom of the booklet, not at the top — so it's there when the homeowner wants it without shouting from the cover.
A business email for the About Us contact strip and the Reply-To on portal questions.

All optional. Anything you leave blank just hides.

What changed for the homeowner

A cover that immediately reads as a project plan, not a status page.
A sticky Quick-nav at the top that jumps to Plan / Schedule / Payments / Updates / Tasks / About.
A visual project timeline for each active project — the four milestones (Signed → Deposit received → Work scheduled → Completed) on a clean horizontal track that folds to vertical on mobile.
A scope of work section that shows your scope prose in a warm callout, then every line item as a numbered "what's included" list (no prices broken out — they see the total + the payment schedule).
A payment schedule tracker with status indicators and Pay buttons inline.
An About Us section at the bottom with your story and contact info.

What hasn't changed

The portal link is still the credential — no login.
Updates, tasks, payments, and Ask form work exactly as before.
Past projects still collapse below the active set.
HighLevel + native invoicing flows are untouched.

The booklet upgrade is automatic for every existing portal — your contacts see it the next time they open their link.