A shell inside the Portals category that organises portal configuration by the customer's journey rather than by internal module. The Estimate stage carries the ordered-section manager; Form and Contract moved here from the old Contracts & Intake tab.
Also called: customer portal settings · what the customer sees · portal configuration
- 1Four sub-tabs render the portal section manager and the intake settings, the latter mounted twice with different scopes.
- 2The legacy intake deep link opens the Form sub-tab.
- 3Builder info was moved out to My Business, with a pointer left behind.
Recorded as with the category deliberately named Portals in the plural: the Client Portal tab holds the whole customer funnel as sub-tabs, and crew and contractor portals join that row later. Organising by customer stage means an owner configures in the order their customer experiences.
- Customer-facing configuration was split across unrelated tabs.
- Moving settings between tabs left dead links and confused users.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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