External Budget View

Easily customize and share specific budget views with your customers and vendors, offering them transparency like never before. Select which budget columns and custom fields to include in a custom budget view, then grant access through the customer and vendor roles in your JobTread Settings. A new tab will appear on their portal, where they can view the budget with read-only access. If any documents back up the numbers, they can expand the cells to review the document list. This feature is perfect for Cost-Plus builders aiming to provide a fully transparent, open-book experience for their clients!