In this article, you will learn how to let your customers see approved and won estimates in the client portal after a job is marked done.
Most customers want to look back at the work they agreed to: what was quoted, what was included, and what they approved. If past estimates stay visible after the job is done, they can find that information on their own instead of contacting your office, and you have a clear record if questions come up about scope or pricing.
By default, all estimates are hidden from the client portal after its associated job has been marked done. If you want to allow customers to view historical estimates indefinitely, you can do so for estimates with a won or approved status.
- From the top navigation bar, select your profile icon > Settings
- Under General settings, select Estimates
- Adjust the toggle for Allow customers to view estimates for done jobs
- Enabled: Approved and won estimates stay visible in the client portal after the job is marked done
- Disabled: All estimates disappear from the client portal after the job is marked done
This setting only applies to estimates with an Approved or Won status. Unsent, Pending, and Denied estimates are archived automatically when the job is marked done, so customers won't see them in the client portal even when this setting is enabled. To learn more about estimate statuses, please see this article.
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