Clients (CRM)
Projects and the client portal
Each customer project has one client portal — a secure link with their quotes, invoices, schedule, and files.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
A project groups all the work you do for one customer: quotes, invoices, payment schedules, files, and bookings. Each project has a client portal — a secure link the customer opens to see everything in one place.
How projects are created
BZAR creates a project automatically when you send your first quote, booking, or payment plan to a customer.
How to review a project
- Open Projects to see the list. Each row shows the project status and, when the pipeline is enabled, its pipeline stage.
- Click a project to open its detail page under the customer.
- On the detail page you find:
- The client portal's secure link, ready to copy and send.
- The project's quotes, invoices, payment schedules, files, and bookings.
- Intake questionnaires sent for this project.
- The recommendation request for this project.
What the customer sees in the portal
The portal shows the customer every quote, invoice, schedule, file, and message for the project. The customer does not need an account. The secure link is the only key. If the link is revoked, the project page shows no link.
Good to know
- The projects list shows your latest 100 projects.
- Project status and pipeline stage each update automatically. A manual change overrides the automatic value and sticks.