Clients & Growth
Client Progress Updates
Keep customers in the loop with photo updates — approved before they ever see them.
Your crew and subcontractors post progress updates and jobsite photos from the field. Nothing reaches the customer until a manager reviews, edits, and approves it — so clients get a polished, trustworthy feed of their job while your office stops chasing texts and forwarding photos.
What you get
- Technicians and subcontractors post updates + photos from the field
- Every update is reviewed and approved before the customer sees it
- Edit the wording and redact photos without touching the original
- Multi-step approval workflows with a named approver per step
- Site check-ins auto-post a sanitized "crew on site" — no GPS shared
The field posts; you decide what ships
Technicians in the app and subcontractors from their portal submit a quick update and a few photos. It lands in a review inbox marked pending — never on the customer's screen — until someone on your team approves it. Clients see a clean, on-brand progress feed instead of raw jobsite chatter.
- One unified feed for technician and subcontractor updates
- Updates wait in a moderation queue, not the customer portal
- Approve, request changes, or reject with a reason
Edit for the client — keep the original for the record
Approvers can clean up the wording and drop unflattering or sensitive photos before publishing. The field's original submission is preserved untouched in an audit log, so you get a customer-ready story and a true record of what was actually reported.
- Reviewer edits and photo redactions apply to the published copy only
- Original submission kept immutable for audit and history
- Every edit, approval, and rejection is logged
Approval workflows that match how you operate
Run a single manager review, or build a multi-step pipeline — field lead, then account owner — with a different approver role at each step. Apply a ready-made template or design your own in Settings, and route subcontractor updates through extra QA when you want it.
- Stock templates plus a custom workflow builder in Settings
- A named approver role per step, with optional edit rights
- Sanitized check-ins publish to the client automatically when enabled