Client Portal

Send documents directly to your customers and use an electronic signature or stamp to reduce the time and friction required to get tickets, estimates or change orders approved.

Send documents for approval quicker and easier

Seamlessly send tickets, estimates, or change orders directly from Aimsio to your customers in just a few clicks.

Select up to 5 Approvers

Keep your projects moving by choosing anywhere from 1 to 5 Approvers. Require all 5 of them to approve the document (in order) or just 1. The choice it yours.

Keep track of statuses all in one place

Save time jumping from spreadsheet to spreadsheet by viewing the status of all documents in one place. Quickly view which documents are Pending, Approved, Partially Approved, Declined, or Expired.

About Client Portal

Keep projects moving

Think of the Client Portal as a document approval system, connecting you with your customers. It streamlines all communication and holds each person accountable so projects keep moving and you get paid quicker.

Send forms for approval with a few clicks

Once you select “Send for Approval” you’ll have the option to edit the following fields:

  • Number of days before expiry
  • Number of Approvers (up to 5)
  • Execution order
  • Approver information
  • Notification preferences

Multiple approvers

Whether you want your document approved by 1 person or up to 5, Aimsio has you covered. If you have more than one approver, you can choose for your approvals to work one of two ways:

  • Approved by any of the other Approvers: your document will be delivered to all Approvers, but only one is required to sign it.

Easily add new Approvers as needed

Aimsio will automatically search for a list of all contacts associated with a specific customer. However, if you need to add a new Approver, you can easily do that with a few clicks.

Receive a notification when your document is approved

Register to receive an SMS or Email notification when your documents are approved.

Find this feature in the following plans

  • Aimsio Lite
  • Aimsio Essentials
  • Aimsio Performance
  • Aimsio Ultimate

Other Features

Explore some other features

Take a look at all of Aimsio’s features

Change Orders

Formalize, document, and track approval for changes to project scope, schedule or cost with detailed breakdowns for client approval.


Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.


Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.


Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.


Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.

Job Performance Reporting

Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.


Unlock your full potential with integrations

Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.

Want to see this feature in action?

Get a personalized demo with us to learn more about how this and other features can evolve your field operations.