JobFlow Client Hub
Make the next customer response easier.
Give customers secure-link access to estimates and invoices without a separate password. Flow adds connected messaging.
Welcome back, Avery.
Your work with Phillips Home Services
01 / The workflow
Open the link. Review the work.
Customers use a sign-in link to reach their Client Hub. Expired or already-used sign-in links require a fresh link.
- Separate customer access flow
- No separate client password
- Estimate and invoice visibility
02 / The workflow
Turn review into a clear response
Customers can review estimate details, approve the proposal or ask for a revision. The team can act on that response in the same workflow.
- Estimate details
- Approval
- Revision requests
03 / The workflow
Keep billing easy to find
Customers can review invoices, balances and payment status. Flow adds messaging and Client Hub branding for businesses that need those capabilities.
- Invoice details
- Payment activity
- Messaging and branding on Flow
Before you decide
A few useful answers.
Does the customer need to create an account password?
No. Client Hub access uses a secure sign-in link rather than a separate client password.
What if a sign-in link no longer works?
Request a fresh link if it has expired or has already been used. Keep sign-in links private.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.