What gets synced to my client's portal?

Here is what is seen by your client in the client portal.

ALWAYS SYNCED: 

• Invoices

• Client Info (name, address, email, phone, etc...)

• Job Name

• Job Date and Times (if added)

• Appointment Dates and Times (if added)

SYNCED UPON SENDING / Clicking MARK SENT:
(forms marked with needs sending are not added into the client's portal until sent)

• Forms / Questionnaires

• Proposals

• Contracts

• Emails

• Titles of invoices, forms, and contracts

• Task Boards if marked as shared

Here is what is NOT seen by your client:

• To do lists

• Call log

• Notes

• Added Expenses to the job

• Custom Mapped Fields

• Tags