Let your client comment on a plan — no install needed

Let your client comment on a plan without installing anything

Every project has the same friction point: you need feedback from someone who will never, ever install your software. The client. The architect who’s only loosely involved. The developer’s representative who looks at the project twice a month. You ask them to “create an account,” and the feedback you needed by Friday arrives never.

So it comes back the messy way instead — a forwarded email, a screenshot with a red circle drawn in some other app, a phone call where they describe a location you have to go and find. The comment is real; it’s just detached from the plan.

Here’s how to get client feedback on plans from that same person — commenting directly on the plan, with nothing to install and no account to create.

Why client feedback on plans dies at the sign-up

Clients have opinions and they’re happy to share them. What they won’t do is onboard into a tool for a five-minute task. Every “set a password, verify your email, download the app” step is a place where the feedback quietly dies.

Think about it from their side. They’ve been asked to review a plan, which they’re happy to do — but the path to actually doing it runs through an app store, a sign-up form, an email verification, and a tool they’ll use once. Each step is small, and together they’re enough to push the task to “later,” and later never comes. The feedback you needed didn’t fail to exist; it failed to clear the setup.

PinMy’s guest access removes the entire wall: a guest joins with just a name. No email, no password, no install.

Step one: share the link

You open the plan you want feedback on and share its link — by message, by email, however you already talk to that client. There’s nothing to provision on their side. The link is the invitation.

Step two: they join as a guest with only a name

They tap the link and they’re in. PinMy asks for a name and nothing else — so when their comments appear, you know who said what, but they never had to create an account. For a client, that’s the difference between “I’ll get to it” and “done, right now, on my phone.”

Step three: they comment on a construction plan where they mean it

This is the part that changes the quality of the feedback. Instead of describing a location in words, the client taps the exact spot on the plan and leaves a comment there — by voice or text — or marks a whole area with a rectangle if the comment covers a region.

Now you don’t get “the thing near the entrance, you know the one.” You get a pin, on the plan, at the point they mean, in their own words. Ambiguity gone.

For a client who isn’t fluent in construction language, voice is a quiet gift here: they can simply describe what they’re unsure about out loud, the way they’d say it to you in person, and PinMy auto-transcribes it — across 20+ languages — so you get both their voice and a readable note. They don’t have to find the “right” technical term. They just point and talk.

Their feedback lands in the same place as everyone else’s

Guest comments aren’t a separate inbox. They appear as pins on the same plan your team is already working from, so client feedback sits next to site notes and trade assignments — one shared picture instead of feedback scattered across email, chat and phone.

That matters because client feedback on plans is usually the most fragmented of all. It arrives in whatever channel the client happens to prefer that day, and someone on your side has to transcribe it into wherever the work is actually tracked. When the client pins it themselves, that translation step disappears — their comment is already in the right place, in the right format, attached to the right point on the plan. From there it flows straight into a shareable defect report from your phone, so the client’s note ends up in the same handover document as everything else.

Turn a comment into action

Once a client’s comment is a pin, it behaves like any other: you can @mention the right colleague, assign it, and it appears on the Kanban board (To-do, In Progress, Done). When it’s handled, mark it resolved and it dims on the plan. The client’s note doesn’t just get heard — it gets tracked to done.

Why this earns trust

Clients feel out of the loop when feedback vanishes into a process they can’t see. Letting them mark the plan themselves — with zero setup — makes them feel heard and shows them their comment is being acted on. It’s a small thing that quietly makes you look organised and responsive.

It also spreads: the first time a project manager watches a client leave clean, located feedback in thirty seconds, they tend to use it on every project after. If you’ve ever chased a client for “where exactly did you mean?”, you already know the value.

What PinMy is NOT

Guest mode is deliberately light: a guest identifies with a name, so it’s frictionless collaboration, not a formal identity or access-control system — use it where that’s the right trade-off. PinMy isn’t a contract or approvals platform, and it won’t replace signed sign-off where you need one. With 3D models, a pin marks a point in space, a dated snapshot, not a model element. What PinMy does well is let anyone — including people who’ll never install anything — comment exactly where they mean, on the plan.

FAQ

How does guest mode work in PinMy? A guest taps your link and joins with just a name — no email, no password, no install. They identify themselves so you know who said what, but it’s frictionless collaboration, not a formal identity or access-control system.

Can a client leave feedback without creating an account? Yes. That’s the whole point of guest access: you share a plan link, the client opens it, enters a name, and comments directly on the plan. There’s nothing to provision on their side and no account to create.

What makes client feedback on plans better than a screenshot or email? The comment is pinned to the exact point on the plan the client means — by voice or text — instead of described in words. You get located, unambiguous client feedback on plans, in their own words, sitting next to the rest of your team’s notes.

Get real client feedback on plans on your next project

Share one plan with a client in guest access and see the feedback come back located, not described.

• See how it works: pinmy.co
• Book a 15-minute demo: tidycal.com/pinmy