Share the relevant work
Customers can review shared updates, quotes and invoices in the customer-facing workspace.
Customer portal & messaging
Give customers a place to review shared work information and speak to your workshop.
Book a demo
In practice
Keep decisions recorded
Use the quote and approval process to record a customer decision rather than relying on a verbal agreement alone.
Message inside Workshop OS
The messaging workspace supports conversations with customers and team members. Internal workshop notes and customer-facing views are designed as separate contexts.
Before you get started
Access depends on the user’s role and the workshop setup. Messaging here means Workshop OS messaging, not a promised WhatsApp or SMS integration.