Choose a locked copy of only the approved job details the customer needs.
Share Center
Share the right record—never the whole workspace.
Choose exactly what a customer can see, create a private link, and manage access alongside proposals and change orders.
Send a time-limited link without exposing your account or internal workspace.
See whether the link is active, when it expires, and how often it was opened.
Customer packets
What customers can actually open
Each card is a locked customer copy. The rows beneath it are the private links that can open that copy.