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This guide is being written. The topics below show what it will cover.

Planned topics

  • Distinguish portal conversations, automatically sent job/stage notifications, invoice emails, and payment reminders.
  • Explain where to read replies versus where to inspect a job or client communication history.
  • Connect notification settings to stage changes, new jobs and client contact details.
  • Link each payment or contract request to its owning guide.

Guides in this section