The Client Portal can be used by external clients to track costs or on internal projects to manage assets costs. Send the link to a Client or your project manager, to allow teams to track what assets are on internal projects at all times & manage asset related project costs. |
|||||||
Click Button to Skip Ahead:
|
|||||||
Send Client Portal Link |
|||||||
|
|||||||
|
|||||||
|
|||||||
Accessing Costing Page |
|||||||
|
|||||||
|
|||||||
Note: Once a client portal link is sent to you client, the rest of the costing page instructions will apply to your client . Feel free to send a link to this article if your clients are unsure on how to access & use the Client Portal. |
|||||||
Client Portal - Codes |
|||||||
Create Job & Cost/Phase Codes. These codes will be consistent for each Client. Every Contract will have the same dropdown options created. | |||||||
|
|||||||
|
|||||||
Client Portal - Contract |
|||||||
Once the logged in, they will be able to view the contract items, allocate job codes or cost codes | |||||||
|
|||||||
Client Portal - Invoices |
|||||||
Invoices that have been sent or selected as View by Client within FleetHire Invoices will be visible in the Portal. | |||||||
|
|||||||
The Job & Cost Coding completed in the Contract page will come across automatically into the invoice. |
|||||||
|
|||||||
|
|||||||
Export Costing Page |
|||||||
|
|||||||
Next Step - Xero Integration |