yaupon

what customers see — the projects tab

for multi-week work tracked in gopher, customers can watch progress, milestones, materials, and updates from their portal. one shared view of the build.

3 steps~2 min
  1. 1

    active projects at the top

    every gopher project tied to this customer with status "in progress" or "on hold." each card shows project name, current milestone, and last update.

  2. 2

    click into a project

    see milestones (done / next), payments / draws posted to date, materials list, and the latest progress updates. you control what gets surfaced via the project's share-token settings in gopher.

  3. 3

    completed projects move to a history list

    done projects keep their detail page so the customer can pull up old paperwork later.

was this article helpful?

still stuck?

we respond to every message within 24 hours.

contact us