Share the right context
Give the customer a portal link when you need them to see an update, a file, a document, or the current status of their work.
Customer portal and approvals
Let customers see what matters, without losing the conversation.
Backline gives each customer work record a secure portal link for updates, files, and replies. Estimates, approvals, invoices, and payment requests remain part of the same organized history.
A clear customer experience
Keep updates, documents, decisions, and payment history together.
Customers should not have to hunt through text threads and forwarded attachments to understand what is happening. Backline keeps the shared story clear.
Ask for a decision
Send an estimate or approval link so the response is documented with the related scope, customer, and work history.
Close the loop cleanly
Use invoices, recorded payments, visible updates, and the full timeline to give the business and customer a consistent record.
Less back-and-forth
Customer communication that stays attached to the work.
1Portal updates and repliesShow customers the updates you choose to share and bring their responses back into the job timeline.
2Files in contextShare the documents and photos relevant to the work without scattering them across separate email threads.
3Approval and payment historyKeep customer decisions and payment events connected to the record your team uses every day.
Questions
Customer portal and approvals, answered.
What can a customer see in Backline?
The workspace chooses which updates, files, and customer-facing information are visible in the portal. Internal notes and restricted team information remain in Backline.
Can customers reply through the portal?
Yes. Customer replies appear in Backline so the team can respond with the full customer and work context in view.
Can I use Backline for estimates and approvals?
Yes. Backline can create estimates and approval links, document the customer's response, and keep that decision attached to the related work.
Give customers a clearer path to yes.
Start a Backline trial and keep every update, approval, and reply connected to the work.