Save your estimate before opening Client Workspace for the same project.
Enable access using your customer’s ChatGPT sign-in email and publish the selected estimate.
Copy the portal link and share it yourself. Invitations are not emailed automatically.
The customer signs in to Customer Portal, reviews the proposal, and approves or declines. After base-estimate approval, use change orders for scope and price changes.
The guides and assessment are public. Saving projects, submitting support or service requests, and accessing private customer proposals require ChatGPT sign-in.
Why is an estimate incomplete?
Some quantities or rates may be missing. Enter and verify them before using the total. Contractor Estimates uses prices you enter; the AI Plan Estimator can suggest rough allowances that require review.
Why can’t my customer see a proposal?
Confirm that access is enabled and the customer is signed in with the invited email. Publish a saved estimate in Client Workspace, then share the portal link. An editable draft alone is not a published proposal.
Does the site email invitations or support replies?
Customer portal links are shared manually. Support replies appear under My support requests on this page; automatic support email notifications are not enabled.
What if an upload fails?
Check the format and size limits shown beside that tool’s upload field. Try a smaller supported file and check your connection. If it still fails, include the tool name, file type, size, and error message in a support request.
Are these certifications?
These are free product walkthroughs. Marking a guide as read tracks your own progress on this browser; it does not issue a professional certification.
Is live human support available 24/7?
You can submit a support request whenever the site is available. Human responses are reviewed separately; no round-the-clock live support or guaranteed response time is promised.
Where do I see service quotes and invoices?
Use My requests & invoices for service bookings. Contractor proposals are in Customer Portal. Support requests are listed here and do not create a paid booking.
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Support & onboarding requests.
Describe the issue or the setup help you need. Your request and the latest response stay here in your account.
Check back here for replies. No automatic email notification or response-time guarantee.