Can one client have multiple jobs?
Yes. A client can have multiple properties, jobs, recurring services, documents, and payment records.
Clear for clients
A client hub connected to the actual work
A useful client hub is not a second copy of the project. Obra's hub reads the same connected job records, with business-controlled sharing on each item.
Obra · Clients · Connected history
Active clients
48Sites
63New messages
5Follow-ups
3CLIENTRELATIONSHIPSTATUS
Casa Rivera2 sites · 3 jobs · EspañolFollow up today
María Solano1 site · 2 jobs · EspañolUp to date
James Rivera1 site · 1 job · EnglishEstimate sent
Lucía Vargas3 sites · 4 jobs · EspañolPayment overdue
Villa Mar HOA6 units · 2 jobs · EnglishUp to date
Diego Mora1 site · 1 job · EspañolPaid
Hartman Contracting · Costa Rica · USD + CRC
+ New clientThe problem
Give clients clarity without exposing internal work
Clients ask for the latest document because the old email is buried.
Schedules, updates, invoices, and payments tell different stories.
Internal costs and team notes must never leak into a client view.
A client may have several properties and many jobs over time.
How it works
One controlled project view
01
Link the client login
Connect access to the existing client and their jobs rather than creating a separate copy.
02
Choose what is shared
Staff control client-visible updates, photos, receipts, documents, and schedules.
03
Discuss the document
Recipients can leave notes on proposals and contracts for staff to answer.
04
Keep the history
Accepted documents, invoices, payments, and shared project information remain connected.
Connected by design
Information enters once and keeps working.
- Keep every client, property, job, visit, document, cost, and payment connected.
- Give office staff, field workers, and clients a view designed for what each person needs.
- Capture screenshots, photos, PDFs, messages, and voice notes without losing the original.
- Work in English or Spanish and keep client-facing information clear.
Frequently asked questions
What to know before you start
Can clients sign contracts?
Contracts support drawn signatures and consent; proposals support secure acceptance.
Do clients see internal prices and notes?
No. Client hub access is controlled by project ownership and explicit sharing fields.
Ready to organize the work from the start?
Join the waitlistJoin the waitlist for early access and launch offers.