Dec. 08, 2023

Job Dashboard and Portal Updates

We're excited to announce significant updates to the Job Dashboard and the Customer and Vendor Portals, designed to elevate your customer and vendor's experience and foster more effective communication and transparency across your organization.

Job Dashboard

New jobs display a "Suggested Contact" in the Job Access List
Call or message a contact with a single-click
Open the contact menu to change their member role
Use the share buttons to display contacts on customer or vendor portals
Set contact sharing defaults for each internal and external role in settings
Edit custom fields one at a time with an improved UI

Customer and Vendor Portal

Make a strong impression with an enhanced Portal UI showing a larger header and logo
Additional simplicity by hiding the main navigation if the external user only has one job
Choose to display a financial summary on Customer Portal
A list of action Items will show upcoming tasks and pending documents
Choose to display a contact list with internal and external job contacts
External users can @message anyone on their contact list