Messages and photos
Clients message your team from the project and add photos or videos from their phone.
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
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.
Clients message your team from the project and add photos or videos from their phone.
Invite as many clients as you like. They never count toward your plan.
Comments stay internal unless you choose to share them.
Getting paid
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 paymentsExample invoice: a framing draw and a change order with tax, a total, and a Pay now button that takes card or bank.
Questions
No. The portal is free for them, and they never count toward your plan.
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.
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.
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.
Invoice the client, tie draws to milestones, and get paid online by card or bank.
Custom, spec and renovation work, with the client in the loop and every change approved.
Homes and commercial jobs in one account, with one team and one list of trades.
Start with a sample home or your own project.