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Construction client portal: Keep the client in the loop

A construction client portal for homeowners and building owners. They follow progress in plain words, approve changes from their phone and message your team.

Example client portal: the project is on track, a change is waiting for the client's approval, and the builder has posted an update.

Approvals

A change isn't lost in a text thread

Ask for approval with a needed-by date and, if it changes the price, the amount. The client approves, or declines and says what they'd like instead, and the decision stays with the job.

  • Approve or decline from a phone
  • Every decision kept with who, what and when
  • Emailed to the other side when something needs an answer

Client portal at a glance

  • Messages and photos

    Clients message your team from the project and add photos or videos from their phone.

  • Free for clients

    Invite as many clients as you like. They never count toward your plan.

  • Internal stays internal

    Comments stay internal unless you choose to share them.

Getting paid

Invoices by email, paid from a link

When you send an invoice, the client gets it by email, opens the link and pays by card or bank. No account needed to pay.

See invoicing and payments

Example invoice: a framing draw and a change order with tax, a total, and a Pay now button that takes card or bank.

Questions

Asked and answered

Do clients pay for Sora Build?

No. The portal is free for them, and they never count toward your plan.

What can clients see?

Progress, what's happening now and next, the phases, what needs their OK, and your conversation with them. Comments are internal unless you share them, and your team's details never reach clients.

How do clients sign in?

You invite them by email, or copy an invite link. They open it, sign in, and their project is there. You can remove access at any time.

Is an approval a signed change order?

It's a record of what the client approved and when. Whether it's enough on its own depends on your contract, so use a formal change order where your contract calls for one.

Put your next job on a schedule everyone can follow.

Start with a sample home or your own project.