Do things on a client's behalf

Almost anything a client can do in their client portal, you can do for them. For example, when a client calls you with a request, you can create it yourself instead of asking them to type it in.

Act for a client

1. Open Clients and select the client to open their profile, or click the client's name anywhere in Zendo.
2. On Overview, start what you need for the client: + New Request in the Requests box, + New Quote in the Quotes box or + New Invoice in the Invoices box.
3. To put a file in their client portal, open the Files tab and select Upload file.
4. To write something only your team sees, use the Notes tab.
5. To check that the client can see what you prepared, select View as client in the panel on the right. In this mode you can also act as the client: create requests, update their details and more. See View the portal as a client.

You can also start from the requests list, Billing or a request

New request in the requests list creates a request for a client you choose. It is quicker when you already have the list open. Create Quote and Create Invoice in Billing work the same way: you choose the client in the document.

On a request page, Get paid ▾ next to the tabs creates a quote or an invoice for that client and attaches it to that request. See Send a quote and Issue an invoice.

Your team can use request types that clients cannot

Your team can create a request of any type, including types hidden from clients. If a request type's Who can submit is set to Only your team, only your team can use it. Such a type can be used, for example, for internal work that you still want to track for a client. See Decide who can submit a request type.

Prepare everything before the client signs in

Creating a client account and inviting the client are separate steps. A client who has not been invited cannot sign in. So you can create their requests, upload their files, draft a quote and set up their onboarding first, and only then invite them. Everything is ready when they first sign in. See Add clients.

The client never sees your notes or Settings

The client never sees Notes on requests and conversations, the Notes tab on their profile, or anything in Settings. When you write on a request, the Reply | Note switch decides who sees it: a reply goes to the client, a note does not.

Related

• Use the client profile
• Add clients
• View the portal as a client
• Decide who can submit a request type
• Work a request from arrival to done

Updated on: 09/11/2026