Transparent™ Clients

Clients as Project Team Members

The Clients module contains all the records available to a company’s clients, viewable through personalized user-interfaces. From their own user-defined pages, clients are able to view all the projects and jobs they have commissioned from the company, monitor project progress, and also interact directly with the members of their own project team.

Transparent™ includes clients on the project team, making it truly transparent.

24/7 Project Information Access
• Clients can login to Transparent™ at any time
• Integrated with Transparent™ Projects and Finance modules
• Contact information validation

Project Team Membership
• Accept or disapprove project proposals
• Track project workflow and status
• Track job purchase orders and invoices
• Directly send feedback or instructions to team members during a project
• Upload and download files

Finance Monitoring
• Review purchase orders and also jobs without purchase orders
• Access print view invoice details online
• Receive payment reminders