01
Customers see job status, scheduled dates, crew assignment, photos, documents, and invoices without calling.
A portal that ends the status update call
Status calls consume office hours and produce nothing billable. A portal answers the question before it gets asked.
01What it is
Client Portals, defined plainly.
02
Approvals for change orders, selections, and additional work happen in the portal with a timestamped record.
03
Payment, scheduling, and message history all live in the same branded place.
02How it runs
From build to daily operation.
Step 01
Decide what shows
The information customers actually ask about, and nothing that creates confusion.
Step 02
Connect the systems
Job data, documents, invoices, and photos sync from the systems of record.
Step 03
Add the actions
Approve, pay, schedule, upload, and message without an office call.
Step 04
Notify proactively
Milestone updates push out so the customer rarely needs to log in at all.
03Good fit for
Industries running this system.
- Remodeling
Daily progress photos cut the anxiety calls to near zero.
- Construction
Owners track schedule, budget, and change orders in one view.
- Pool Builders
Long build timelines need visible phase progress.
- Property Management
Owners see statements, maintenance, and occupancy.
- Law Firms
Clients see matter status and documents securely.
- Accounting
Document exchange and filing status stay organized.
- Insurance
Policy documents and claim status stay accessible.
- Roofing
Claim documentation and progress live in one thread.
04Related
Systems that pair with this one.
- SolutionCustomer Portals
- SolutionBusiness Process Automation
- SolutionProposal Generation
- SolutionCustomer Retention
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
Will customers log in?
Notifications carry the update, and the portal holds detail for the customers who want it.
Is it secure?
Access is per customer with permissions, and sensitive documents carry additional controls.
Can it be branded?
The portal carries the company brand and domain.