Preview and share the client live view
Open a sales order or Project and select View as client. The preview shows the customer layout with areas, descriptions, quantities, schedule dates, client notes, attention items, photos and recorded shipments. It checks for changes every 15 seconds while open. Use Refresh to check immediately.
Refreshed is the time Biosphere read the saved records. It does not mean an external source was contacted. Reported arrival dates are schedule information; the shipment journey separates reports, physical dispatches, and confirmed warehouse or final-site counts.
Choose what belongs in a Project
A delivery item belongs to its selected Project. An order line uses its own Project when one is selected; otherwise it can use its order’s Project. Explicitly clearing the line’s Project prevents that inheritance. Use Follow sources under Project sources in the inline Project picker to release the manual override.
The standalone order view includes all that order’s lines. A Project view includes only the lines and delivery items that belong to that Project. Ordinary tags and their parent tags never add records or people to a client view.
Find an item
Items are grouped by area. Use Search delivery items to find a description, area, client note or order number. Needs attention shows items the business marked for attention. These filters cover the whole view, including items on other pages. Clear filters returns to the first page.
Review details and photos
The primary photo appears beside each description. Select it to open the larger photo and details. Expand an item for its schedule, shipment quantities, carrier and tracking number. Package details show only that item’s contents, even when a parcel also carries other items. Unknown quantities stay unknown. A reported warehouse arrival does not create a stock receipt.
Vendor names, supplier references, purchasing instructions, prices and internal notes stay private. Shipment titles, origins, destinations, parcel labels and internal identifiers are also excluded. The client journey uses neutral shipment and package labels with carrier, tracking, dates and counts. Add customer-facing information to Client note on a delivery item. Opening the preview does not send an invitation or grant customer access.
Invite a customer
Select Invite to live view on the order or Project. Review the customer, exact email address, access duration and the View as client preview before selecting Send invitation. Orders use their associated customer. Projects use customer contacts assigned to the Project; choose a recipient when several are associated. Select Edit contact in a new tab to correct an address. Save the correction, then review the destination again.
The invitation is queued before delivery. Accepted by email provider means the provider accepted the message; it does not prove the customer’s inbox received it. Existing access and the latest email state appear below the form. Use Email new sign-in link when the same email already has active access. This does not extend the access period. Revoke access ends that invitation, including access from an already signed-in customer on their next check. When the public field policy changes, previous invitations show changed access. Review the current client preview and send a new invitation to approve the expanded view.
Open or return to a live view
The email’s Confirm sign-in link opens a page with Continue to live view. The sign-in link can be used once and expires after 15 minutes. If it was used or expired, enter the invited email to request a fresh one. The invitation’s access period is separate: once that ends, ask the business for a new invitation.
Bookmark the live view address to return while signed in. The page checks saved records every 15 seconds and has Refresh for an immediate check. A customer receives access only to this order or Project’s client fields. Signing in or out of live views keeps any ordinary staff session on the device separate.
Warehouse receiving
For a Project invitation, choose Warehouse only when that associated contact should check in goods. Preview the exact audience and email before sending. Warehouse access adds tracking lookup, exact cumulative received/damaged counts, receiving photos and unmatched-package reporting. It does not grant membership, prices or private notes. See Receive Project packages.
The live view distinguishes reported progress from confirmed package counts. Recent changes contain public schedule and receipt fields. Source checked time is separate from view refresh and last applied change; stale or held evidence does not make saved business data current.