What this guide covers
When you land on the dashboard
You arrive at /client — the client portal dashboard — when:
- You log in with access to only one client portal
- You finish choosing your client portal on the account switcher
- You click Dashboard in the left sidebar at any time
Summary cards at the top
Four stat cards give you a quick read on your account:
| Card | What it shows |
|---|---|
| Active Projects | Projects currently in progress for your client account |
| Awaiting Approval | Estimates that need your review or signature |
| Approved Estimates | Estimates you have already approved |
| Tasks | Tasks the business has shared with you |
These numbers update as the business sends new work or you complete approvals. You do not need to open each section just to see whether something is waiting on you — start here.
Estimates awaiting your approval
The Estimates Awaiting Your Approval section lists every estimate in Pending Client Approval status. Each row shows the estimate name, reference code, and a Review link that opens the full detail page.
Check the Awaiting Approval count
If the stat card or list shows one or more items, you have estimates that need action.
Click Review
Open the estimate to read line items, terms, and pricing (when visible to your contact).
Approve or reject
Submit your decision from the estimate detail page. See Approving or rejecting an estimate.
Recent projects
The Recent Projects section lists up to five active projects, with status badges and an Open link to each project detail page.
Use View all in the section header to open the complete projects list.
Tasks shared with you
When the business assigns tasks to your client account, they appear in a Tasks section on the dashboard (and in the stat card count). Each task shows its title, related project, and a View link to the project where the task lives.
If you have no shared tasks, this section is hidden — that is normal.
Navigating from the dashboard
The left sidebar always lets you move between:
- Dashboard — this overview hub
- Projects — full project list and detail pages
- Estimates — full estimate list with filters
The dashboard is designed for at-a-glance work; use the sidebar when you need to browse everything or search by status.