A registry of every customer-facing section across all four surfaces the customer walks, presented as a row of stage sub-tabs with switches under each. The same panel is used inside the send modal and inside the live 'What They See' modal, so the switches a builder sets while sending are literally the ones they can change afterwards.
Also called: hide the labour breakdown · what the customer can see · client visibility · portal sections
One panel decides what the buyer sees on all four of their screens
The estimate, the project-info questionnaire, the contract and the live project dashboard — every block on each, under one set of switches. Only the estimate page used to have controls, they lived inside a window labelled Send, and half of them were duplicated by a second set that wrote somewhere else. Two panels disagreeing about what a customer can see is a leak, not a preference.
Hide one service line — or just its price per foot
Every service has its own switch, plus two more: how much there is, and what each costs. A builder who bundles labour into a rate hides the second and shows the first; a builder quoting a package shows a name and a number and nothing else. Hiding a line never moves the customer total — the money is still charged, it is only no longer itemised.
The switch is labelled with the words the customer would read
A toggle says “336 sq ft” and “$13/sq ft”, not “measurements” and “unit price”, and the wording comes from how that service is priced in your own catalog. Asking a builder to classify a line as a measurement or a rate is asking them to guess, and stone sold by the square foot reads like a per-item line often enough to matter.
What they're getting is a different section from what it costs
The services section carries the names, the measurements and the note written for this buyer; the money for those same services sits in the price block. Two sections doing two jobs, so the work can be described in full while the buildup stays as plain as the buyer needs. One block trying to be both forces a choice between explaining nothing and itemising everything.
Change what a sent estimate shows without resending it
The same switches are reachable three days later, and the change reaches the buyer's existing page on their next load — no new link, no second email. Anything you never touched keeps following your house settings, so only the switches you deliberately flipped are frozen for that customer.
A control never appears for content this estimate doesn't have
An estimate with no 3D model offers no viewer switch, and one with no service lines has nothing to hide. Dead toggles teach people to stop trusting the ones that work.
- 1Four stages: estimate, project info, contract, dashboard — each listing what that surface shows.
- 2The panel edits a sparse override map: an untouched key follows the org's house default forever, and only deliberately flipped keys are frozen for this customer.
- 3Every override is badged, and a whole stage resets in one click.
- 4Rows whose content this estimate doesn't have are filtered out — a SmartBuild estimate has no 3D viewer row rather than a dead toggle.
- 5Each of the estimate's service lines becomes its own controllable row, with sub-switches for its measurements and unit price.
Only the first customer-facing stage had any controls, they were buried in a dialog labelled Send Estimate, and half of them were duplicated by a second set of switches that wrote somewhere else entirely. A builder needs to add or remove things from any stage at any time, including days after the estimate went out. One panel now covers all of it — the estimate, the project-info form, the contract and the live dashboard — and a switch simply doesn't appear for content the job doesn't have, rather than the panel branching on which designer built it.
- Only the first customer surface having any controls at all
- Two sets of toggles writing to different places
- Controls offered for content the estimate doesn't have
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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