Your client never creates an account, never downloads an app, and never learns a new tool. They get one link wearing your logo — and everything about their job lives behind it. Here's the whole thing from their side.
No credit card required. No monthly fee.
Email plus a 5-digit PIN you send them. No password to forget, no app to install, no sign-up form. Older clients who won't touch a new app can still use it — and if they'd rather just reply to your email, that reply lands in the project thread anyway.
The proposal renders in full, in your branding. Mark the clauses that matter — exclusions, allowances, payment terms — and your client has to initial each one before they can sign. Not "it was on page four." Initialed, timestamped, on the record.
Upgrade tiers and add-ons sit right on the proposal. As they choose, the total, the tax, and the payment schedule update live. They sign the number they picked, so there's no change order for something they decided before the job started.
Drawn signature, captured in the portal, with a full audit trail behind it — IP, device, timestamp, and a hash of exactly what they signed. No second email, no separate e-sign tool, no chasing.
Card or bank transfer, right there in the portal, with the invoice PDF attached. You decide who absorbs the processing fee. No "can you resend the invoice," no portal-to-payment-link handoff where people drop out.
Scope, price, schedule impact, and required initials — then it folds into the payment schedule automatically. When the final invoice arrives, there's nothing to argue about, because they signed for the number in front of them.
For anything undecided at contract time, you carry an allowance. They choose the actual material later, in the portal, with each option showing what it does to their contract — at your allowance, over, or under. Going under credits them the same way going over adds.
With photos. It moves open → in progress → resolved, and they're the one who marks it verified when it's actually right. Open items block the project from closing, so nothing quietly disappears at the end.
Everything above happens under your logo, your colors, at your portal address. The client never learns what TruFeld is — they just come away thinking you run a tight operation. That's the part they tell their friends about.
Start free. No monthly fee, no annual contract. Set up in under an hour and send your first proposal today.
No credit card required. Start free, upgrade anytime for custom branding, lower invoicing rates, and priority support.