Token-based sharing
Invoices and estimates can be opened through secure links sent by email.
All features
Client access
Client portal
Give clients secure, low-friction access to quotes, signatures, invoices, payments, PDFs, and optional planned work or invoice time-entry detail.
Steady feature
Token-based client portal
Access
Token-based
Approvals
Signed quotes
Payments
Stripe
Without a system
Where service work leaks.
- Quotes and invoices get buried in email threads.
- Clients need to approve or pay, but creating a full account is too much friction.
- Time-entry detail and PDFs have to be manually re-sent.
- Client-facing documents are disconnected from the work record.
With Steady
What becomes clear.
- Send secure browser links for invoices and estimates.
- Let clients sign estimates and quotes online.
- Accept invoice payments through Stripe connected accounts.
- Optionally give clients deeper portal access to history, planned work, and invoice time-entry detail.
What it includes
Built around the details that normally fall through the cracks.
Estimate signatures
Clients can review, sign, and approve estimates or quotes in the browser.
Invoice payments
Clients can pay invoices through Stripe using the connected account.
PDF downloads
Clients can download previous invoices and estimates as PDFs.
Invoice detail
Clients can download time entries attached to invoices when that detail is included.
Optional planned work
Planned work can optionally be visible in the portal when that makes sense for the client relationship.
Workflow
Designed for the way client work actually moves.
Steady keeps the commercial context attached as work moves from planning to delivery, client approval, invoicing, and payment.
01
Send the link
Share an invoice, estimate, or quote using a secure token-based browser link.
02
Client reviews
The client views the document without needing a password for the basic link flow.
03
Approve or pay
They sign estimates or pay invoices through Stripe.
04
Return to history
They can optionally use the portal to view previous documents, PDFs, time detail, and planned work.
Why it matters
Client access should reduce follow-up, not create another admin system.
Steady keeps approvals, payments, PDFs, and client-facing records close to the actual work.
- Low-friction browser links
- No password required for shared document access
- Quote signatures stay connected to the client record
- Payments happen through Stripe connected accounts
- PDFs and historical documents are easy to retrieve
- Optional portal depth when a client needs more context
Questions
Common questions
Ready to see it live?
Run your client work from the calendar outward.
Plan the work, protect capacity, manage retainers, keep margin visible, and invoice from records you can trust.