Client Handover
How To Use The Client Portal For Project Handover
How to prepare client-facing handover material and show a client portal-ready project view.
client portalhandoversignoffproject documents
How To Use The Client Portal For Project Handover
The client portal should show the client what they need without exposing internal operational noise.
Portal-ready items:
- Final system design - Warranty pack - Installation manuals - COC certificate - Handover report - Client signoff - After-sale inspection report
Do not send portal invitations during the demo unless the user explicitly approves the exact recipient and message.
Marketing point: The installer can give the client a professional handover experience without manually assembling documents from different places.