What your customer sees

2 min read

The customer tracker is a carefully filtered view of your job — customers see what's relevant to them, and nothing else.

What customers can see

• Completed and incompleted steps (that aren't hidden)
• The step messages and any attachments you've sent
• The job due date (if set)
• The job title

• Approval buttons (if approval is required on a step)
• Feedback input (if feedback is enabled on a step)

• Payment options (if a payment request is attached)

What customers cannot see

• Hidden steps — these are completely invisible, even once completed
• Internal team comments and activity
• Team member names or assignees
• Any internal notes or descriptions