Client Portal

Give clients a window into their project

A branded, secure portal where your clients follow progress, review documents and photos, approve quotes and variations, and reach your team — without phone calls for every update.

Secure, simple access

No app store, no passwords to lose — access is controlled by you.

  • Clients sign in with a secure access code you issue.
  • Branded with your company, not ours.
  • You control which portal sections each client can see.
  • Portal activity is logged, so you know what has been viewed.

Project overview, budget and schedule

Clients see the state of their job at a glance, in language they understand.

  • Project summary with progress and key dates.
  • Budget and schedule views you choose to share.
  • Programme milestones and phase progress.

Documents, photos and daily updates

Progress your client can actually see.

  • Documents and site photos shared straight from the project library.
  • Daily logs rendered as readable client updates.
  • Email history with the client, synced from your connected mailbox.

Approvals without the back-and-forth

Decisions get made in the portal instead of lost in text messages.

  • Quote approval links and in-portal sign-off.
  • Change order review and approval.
  • An approval centre showing everything awaiting the client.

Two-way communication

Keep the conversation with the project, not in a separate thread.

  • Direct messages between the client and your team.
  • Comments on documents and daily logs.
  • Snagging items the client can view as they are resolved.

Ready to see it in action?

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