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Shared with me

You are viewing Shared with me as the client — not as the contractor who manages the work.

From this space you track work orders, approve quotes and invoices, and communicate with your contractors.

A project appears when a contractor has listed your email as the project client and enabled portal access.

Without that access you see nothing: the contractor decides, project by project. This is the guest portal, seen from your side.

They are not here. To manage the jobs where you are the contractor, go to Projects in the main menu.

This is the most common confusion: Shared with me shows what has been opened to you, Projects shows what you manage.

With a guest account you only have access to Shared with me.

To manage your own projects as a contractor, switch to a business account for free: the button is on your account card, at the bottom of the menu. You will need a valid Swiss business identification number (UID).