ClickSabi Personal
Projects & Your Provider
What you can see inside a project
A tour of the tabs on an individual project.
Opening a project
Open Projects, then select the project. Each project keeps the same tabs in the same order, so nothing moves between projects.
The tabs
Overview summarises where the work stands. Proposals holds what was offered. Messages is the conversation with your provider. Schedule shows appointments and milestones. Payments lists payment requests. Documents holds shared files. Warranties and Maintenance cover the system after installation.
Progress
Overview shows the stage the work has reached and what the provider recorded most recently. The provider updates it as the work moves.
Related articles
- Projects & Your ProviderUnderstanding a connected projectWhat a project is, and what your provider shares with you inside it.
- Projects & Your ProviderAppointments and scheduleSee site visits and milestone dates your provider has shared.
- Projects & Your ProviderMessaging your providerKeep the conversation with your provider attached to the project.
- PaymentsHow project payments workHow a provider requests payment and what happens after you pay.
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