Projects

Project updates

A timeline of progress posts you can publish from a project — with photos, a status marker, and an optional ask for the client to acknowledge or approve. Push and email notifications keep both sides in the loop.

Where to find it

Open any project. The Project updates panel sits between the project flow and the file/expense tiles on the overview. Click New update to compose.

What to post

•Title (optional) — e.g. “Phase 1 sign-off” or “Site walkthrough”
•Body — what was done, what's next, anything blocking
•Status marker — Progress, Milestone, Blocker, or Handover (or none)
•Photos — take with the in-app camera on mobile or upload from your library. As many as you need per post.
•Response mode — see below

Asking the client to respond

Each update can ask for one of three response modes:

•No response needed — informational only, the client just sees the post in their portal.
•Ask for acknowledgement — client gets a one-tap Got it button or can reply with a note.
•Ask for approval — client must Approve or Request changes with a note. Use this for milestone sign-offs and design reviews.

The client's response stamps onto the update in your dashboard with a green / amber / blue badge. Every interaction is logged in an audit trail you can rely on if a sign-off is ever disputed.

Notifications

Posting an update sends the client a push notification and email with a magic link straight to that update in the portal. When the client responds, your team gets a push notification and the response shows on the update with a colour-coded badge.

Tip: The status marker and response mode together are how you turn a project page into something a client actually checks. Use Milestone + Approval for sign-off gates, Progress + Acknowledgement for routine progress, and Blocker + Approval when you need a quick decision.

Photo capture

The same in-app camera component is used for receipts and project updates. On a phone the picker offers Take photo (opens the camera) or Upload (gallery). On desktop with a webcam, Take photo shows a live preview and shutter button. No native app required.