We're pleased to update you on the progress of the Client Portal, currently the top-requested feature on our features request board. Acknowledging its importance to our user community, we've made its development a top priority. This initiative is a direct response to your clear and valued feedback, aiming to significantly enhance both your and your customers' experience with our platform.

Key Features of the Client Portal Add-on:

• View & Accept Quotes: Customers can easily access and accept quotes, simplifying the process.

• View & Pay Invoices: Invoices are readily available for viewing and payment.

• View Jobs, Reports & Photos: Customers have the convenience of reviewing job details and photos.

• Secure Payments with Stripe Integration: Ensures secure and hassle-free transactions.

• Light and Dark Viewing Modes: Users can choose their preferred viewing mode for added comfort.

• Photo Viewing and Download Options: Allows customers to view and download photos directly from the portal.

Additional Features with Webforms Activated:

• Request Quote: Customers can directly request quotes for services.

• Request Job: Provides an easy option for customers to request specific jobs.

• Contact Us: Enables seamless communication between customers and your business.

Development Timeline:

Our team is dedicated to delivering a high-quality Client Portal, with a planned release in Q1 2024. We're focusing on creating an intuitive and robust user experience that integrates seamlessly with your existing Formitize setup.

Stay Informed:

We will continue to update you on the progress of the Client Portal and share more details as we approach the launch date. Your ongoing feedback is invaluable and plays a crucial role in shaping the future of this exciting new feature. For more information please visit our website.

We're excited about the potential of the Client Portal to transform your business interactions and can't wait for you to experience its benefits.

Thank you for your support and enthusiasm for this upcoming addition to the Formitize platform. Stay tuned for more updates as we move closer to the release!

Warm regards,

Formitize