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What is shared with my customer on HomeLynx?

Written by Jana

Information from the customer's Project is synced with their HomeLynx account.

That means that the following documents/information is shared on their account

  • When the project is created, and any other updates

  • The status of their project

  • Their budget, actual cost, and current balance

  • When an estimate is sent

  • All invoices will be generated for them and show the current status

  • Photos, Videos, and Documents are shared from what is uploaded from the Projects tab in the CRM

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