Client documents
Client reports
The project statement, what it shows, and how documents print.
In short
The project statement is the page you hand the client: contract amount, budget by category, payments received, and the balance. Your actual costs stay off it unless you turn them on.
The project statement is what you send a client who asks where the money went. It carries your branding, the contract amount including approved change orders, the budget by category, payments received, and the balance outstanding.
Branding
Set your company name, logo, address, phone and license number once in Settings. Every document picks them up. A logo can be a PNG, JPEG or SVG up to 512 KB.
Choosing what to show
The statement has its own display options, separate from the proposal's. Show spending by category or keep it to totals. Show payments received or leave the money side out.
Important
Completed to date is off by default. That column is what you have actually spent on each category, which is your cost. Printed beside the budget, it shows the client your margin line by line. Turn it on only for a cost-plus or open-book job where the client is meant to see your costs.
As with proposals, you can set the defaults for your company and override them on a job that needs something different.
Printing and PDFs
Every client document has a Download PDF button, which produces a properly named file rather than whatever your browser calls it. The PDF is generated from the same page you are looking at, so what you see is what the client gets.
Documents default to portrait. A wide schedule of values often reads better in landscape, which you can set from the same display options. That setting applies to both the PDF and your browser's own print dialog.
Tip
A signed proposal keeps the orientation it was sent with, along with everything else about how it looked. A draw sheet does not: its figures are frozen, but the page shape follows your current setting, so re-downloading an old draw gives you the same numbers on a differently shaped page.
The draw sheet has one more option: Fit to one page. It tightens the spacing between rows and sections and shrinks the downloaded PDF just enough for the whole sheet to land on a single page, in whichever orientation you chose. A very long schedule is never shrunk below half size, so it can still run onto a second page; landscape gives it more room. The shrink applies to the downloaded PDF only, since your browser's own print dialog has a scale setting of its own.
Sharing
There is no client login. You download a document and send it, send a proposal or change order for signature, or share a live progress link.
A live progress link
Share with client on an active job creates a private link your client can bookmark. The page shows the original contract, each approved change order, the current contract total, the payments they've made, the balance, and any draws waiting for payment. On a job with a payment schedule it also lists each payment and whether it's paid, billed, next or still to come. It updates as you record changes and payments, so there is nothing to resend, and they can download it as a PDF.
The job's draws show when your client last opened the page. Your own visits, and anyone else's on your team, aren't counted.
It never shows your costs, what you've spent, your notes, or anything about how the budget breaks down, so there is no margin to leak.
From the same dialog you can copy the link, email it to the client on the job, make a New link (the old one stops working straight away), or Turn off sharing. Anyone with the link can see the page, so treat it like a key: make a new one if it reaches the wrong person. Progress links are included on every plan.