SubTrade tutorial
Project reports: share progress with your client
Build a client report from the job and send it as a one-time PDF or a live link locked with a PIN.
Show your client the work without building a report by hand. Pick what goes in, then email it once as a PDF or share a live link they can check anytime.
In this video you'll learn how to:
- Find every report for a job on the project's Reports page
- Choose a one-time PDF by email or a live activity link
- Add an SOV summary with % complete, claimed to date and remaining
- Pick photos by album, tasks by status, forms and daily reports
- Lock a live link with a 4-digit PIN and an expiry date
- See exactly what your client sees when they open it
Make as many reports as you want, one per client or one per scope. Drag the grip dots on any section to change the order it shows in the report.
Download the PDF guide below for your PMs and office.