Customer portal

Give homeowners one clear place to find the latest estimate.

Send a secure EZ-Est portal link after you finish an estimate. Your customer can open the current version, download or share it, and revisit every document attached to the project.

See support and workflow help

For the homeowner

The customer can view the current estimate and the project document history without creating an EZ-Est account.

  • See which estimate is current
  • Download a PDF to save or print
  • Share the estimate from their device
  • Re-open other project documents

For the contractor

From the Dashboard or website estimate history, choose the share icon on a completed estimate. EZ-Est copies a private portal link you can text or email.

  • One link per project or estimate
  • CompanyCam documents appear when available
  • New estimates become the current version
  • No duplicate customer setup

Simple and secure

The link is a private capability link. Homeowners do not need a password or separate account, and the portal only exposes the project documents included in that link.

  • Keep the link with the project record
  • Do not post it publicly
  • Ask support if a link needs to be replaced

The customer experience

Estimate first. Document history when they need it.

EZ-Est keeps the homeowner-facing experience intentionally focused: no project management dashboard, no extra account to learn, and no uncertainty about which PDF is the latest.