ClickSabi Pro

Projects & Delivery

What the customer sees of a project

The shared view, and what never crosses to the customer.

1 min readLast updated

What can be shared

Project schedule, shared documents, payment milestones, and warranty and maintenance. Each of these is a toggle under Branding, Customer Portal.

What is never shared

Internal notes are never shown to homeowners and are kept off by design. Assignments, analytics and AI suggestions are provider-only.

Documents are explicit

Only documents you have explicitly marked as shared appear to the customer.

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