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Using the client portal on mobile

Navigate the client portal on phones and tablets with the responsive layout.

Last updated May 20, 2026

What this guide covers

Mobile layout

The client portal uses the same responsive shell as the business app:

  • A menu button in the header opens the sidebar in a slide-out panel
  • Content uses full width with comfortable padding on small screens
  • Approve/reject dialogs and forms remain usable on touch devices

Tips for mobile use

  1. Open navigation

    Tap the menu icon in the header to reach Dashboard, Projects, and Estimates.

  2. Review estimates

    Open pending estimates from the dashboard or Estimates list. Pinch to zoom on detailed tables if needed.

  3. Use landscape for tables

    Wide estimate or project tables are easier to read in landscape orientation.

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