When it comes to kicking off a project, your client wants the finished result and you want to make sure you and your team get paid. Lnvo’s Project Management and Client Portals give you a secure place to view an entire project from start to finish.
A Secure Home Portal for Your Client
When you send your client an invoice they’ll instantly have two options to view it. First, it’ll be viewable as a PDF attachment in their email inbox. Second, it’ll be available from a secure client portal link.
Lnvo uses world class technology to generate a unique client portal link. Here your client can browse invoice history, see project photos, and make payments.
Each link is securely crafted so that your client sees only their stuff. And rest assured that they won’t be able to tweak any of the settings in the URL and gain access to your other projects or more.
Lnvo uses encryption at every necessary juncture so you and your client both have the peace of mind of privacy.
A Complete History
The client portal your customer sees is very much like your project management view.
Within the portal they’ll be able to view photos you upload with your detailed notes.
They’ll also be able to browse through the complete invoice, estimate, and/or change-order history.
This protects you so you can easily track what’s been approved by them, what still needs approval, and what has or hasn’t been paid.
Giving transparency of the project overview reduces stress on the workflow because your client can quickly view details 24 hours a day, seven days a week.
Capture Digital Approval via Signatures
When you send your client a new invoice or estimate to approve, their client portal will walk them through exactly what to do.
This includes having them physically sign the document using their finger or mouse like a pen.
Their John Hancock then gets placed onto your document with a clearly visible “Approved” stamp.
There is no mistaking that they gave you the green light to get the work done.
Getting Paid Has Never Been Easier
Using your secure client portal link you can even add on change-orders. Plus, if you need a client to pay the change-order right away or even part of an invoice, you have full control to set that up.
That way you get the money you need upfront so you can continue working on the project or at least have the peace of mind that you won’t be eating the extra costs.
And, maybe along the way you find out you can save your client some money. Easily void out an invoice and replace it with an up to date version with just a few clicks.
Your client will appreciate that they can refer back to the voided out copy to see just how much you’re saving them.
Plus, when it’s convenient for them to pay Lnvo’s integration with Stripe lets them pay with a credit card right from the device they’re on… even if it’s the middle of the night.
Take advantage of using client portals to build trust and impress your clients. Lnvo gives you the tools to make life just a little bit easier for you, your team, and your customers.
