Feature · Client Portal

The end of “what's happening with my job?”

Every customer gets a clean, branded portal showing exactly where their build is — stage, photos, decisions and money — updated the moment your team posts. You build; the portal does the phone calls.

How builders use it

Post once. Every client stays in the loop.

Stage changes flow into the portal automatically as deals move on your board. Photos, notes and decisions are posted once and every assigned customer sees them instantly — no group texts, no forwarded emails, no Friday-afternoon update calls.

  • Decisions in-app. Send finishes and options; customers pick, and the choice lands back on the deal with a timestamp.
  • Templates you control. Design the portal layout once and apply it to every job — or tailor it per project.
  • Safe by default. Customers see only their own project, only what you publish. Preview any portal as the client before it goes out.
Built by you, not by us

Design the portal like a page — no developer required

The template editor is a drag-and-drop builder: sections become tabs, and you fill them with photos, decisions, checklists, timelines and documents. Lay tiles side by side, resize them, reorder anything. Publish when it's right — every version is kept, and you can preview any portal exactly as the client will see it.

  • Drag-and-drop blocks. Headings, galleries, decisions, checklists, contact cards, stage trackers — arrange them in minutes, side by side or stacked.
  • Versioned publishing. Drafts stay private until you publish. Every published version is kept, so you can restore or compare any time.
  • Per-project control. One template for every job, then tailor any single project — override content or hide blocks for just that client.
Live cost transparency

A live chart of where the money's going

Customers watch their build budget update in real time — invoiced against the agreed total, category by category. Overspend shows in red before it becomes an argument. Trust, built in.

  • Always current. Pulled straight from your estimates and invoices — no spreadsheets.
  • Category by category. Foundations to fit-out, every line is broken out clearly.
  • No surprises. Variations and overspend surface early, in plain sight.
SECTION · PLANS

The portal is on every plan

SoloUp to 10 portal clients · 1 template
CrewUnlimited clients · 3 templates
CompanyUnlimited clients & templates
Compare all plans →

Give clients the transparency they wish every builder offered.

The portal is included on every plan — pick yours and publish your first project today.

See pricing