KonstructIQ tracks whether a client has opened the email for a sent Estimate, Purchase Order, Change Order, or Invoice — and whether they went on to open the document itself. Look for the small eye icon next to the Sent status badge on any of these four document types; hovering over it shows the exact date and time.

This is separate from client approval. Approving a document (Sign and Approve) in the Client Portal is a stronger, explicit confirmation than an opened email — see Client Portal.

Tip: the icon only appears once a document has actually been emailed. Documents still in Draft haven't been sent, so there's nothing to track yet, and once a document is Approved the badge changes and the icon no longer shows — approval is the confirmation at that point.

Two separate events are tracked. Opened at is recorded when the client's email client loads the message — the standard email open-tracking method, using a small tracking image inside the email. Viewed at is recorded separately, when the client actually opens the document itself — the estimate, purchase order, change order, or invoice page — rather than just the email.

If a client hasn't opened the email at all, the eye icon appears crossed out, and hovering over it shows Client has not opened email instead of a timestamp.

Note: email open tracking has a known limitation across the industry — some email providers and security scanners automatically load images and preview links as soon as a message arrives, which can register an Opened event before anyone has actually read it. Treat Opened as an early signal, not proof that a person reviewed the document.

The same Opened at and Viewed at tracking appears on sent Purchase Orders and Change Orders, in the same place — next to the Sent status badge on the Purchase Orders and Change Orders lists under Financials and Projects.

Opened and Viewed tell you the client's email client, or the client, has interacted with the document — but they can't confirm the client actually reviewed the contents. Approval can. When a client clicks Sign and Approve on an estimate or change order, or pays an invoice, in the Client Portal, that action is an explicit, deliberate confirmation — not just a loaded tracking pixel.

Use Opened and Viewed as an early signal that a document reached the client and they've started looking at it. Use approval, from Client Portal, as the reliable confirmation they reviewed it.

Path: Financials → Invoices or Purchase Orders, or Projects → Sent tab or Change Orders → hover the eye icon next to a Sent status badge.

What it shows: Opened at (email loaded) and Viewed at (document opened), or Client has not opened email if neither has happened yet.

Don't skip: treat Opened as an early signal only — a client's approval in the Client Portal is the reliable confirmation they reviewed the document.