Projects & planning

Client progress link

Give your client a window into the project - and get sign-offs without a meeting.

Web: Project → Overview → Client Progress Link Phone: Project → More → Share with client Every plan

What it is

Create one secure link per project. Your client opens it without an account and sees progress, milestones, recent reports and the photo timeline. If you allow it, they can approve and sign work receipt requests, and see outstanding invoices. You can regenerate or disable the link any time and see how often it was viewed.

Why you'll love it

Clients trust what they can see - fewer “what's the status?” calls.
Work receipts signed from the client's phone, same day.
Share through WhatsApp, SMS or email in two taps.

▶ Watch it

Get work signed off by your client

metrak.ai

New work receipt request

Ground floor columns C1-C12

12 no. · Grid A-C · target today

Ground slab formwork

420 m²

Contractor signature

✍ Signed

Purpose

Inspection before pouring

A stage is finished. Create a work receipt request and list what's ready for handover.

Step 1 of 5

How to do it

Tick each step as you try it in Metrak.

How it connects

Records you create here flow into - or come from - these features.

Work receipt requests

Clients approve and sign work receipts here.

Site updates & photo timeline

Your photos and reports become the client's progress story.

Sales invoices

Optionally shows outstanding invoices.

Who uses it

Project Manager Admin / Owner Client

More in Projects & planning

Schedule: milestones & tasks

Drawings workspace

3D building view

Change orders & retention

PreviousChange orders & retention NextSite updates & photo timeline

Ready to run your projects on Metrak?

Start free - no credit card. Your whole team can be on it today.