Project Portal
RFIs, submittals, schedules, and documents — organized for architects, engineers, subcontractors, and owners. Stop losing things in email threads.
How it works
Add architects, engineers, subs, and owners. They get a secure link to create their account.
Password-protected account. Forgot-password flow built in. Access scoped to their assigned projects.
RFIs, submittals, documents, schedules, and chat — all in one place. No more email hunting.
Built-in roles
Open a project and see quick stats, upcoming milestones, your open to-dos, the team roster, and recent activity. Jump links to every section.
Structured communication organized by type. Raise RFIs, track submittals through review cycles, and share meeting minutes. Each topic is a separate thread with replies.
Task list with due dates, assignees, and status tracking. Filter by open, completed, or overdue. See 'My open to-dos' at a glance.
Milestone-based project schedule visible to all stakeholders. Status tracking for every key deliverable. Simple visual timeline — not a full Gantt, but clear and useful.
Upload PDFs, drawings, specs, and photos. Approve or reject submitted documents. Full version tracking and document detail views.
Real-time messaging with the full project team. Persistent conversation history. Everyone on the project stays connected without juggling email threads.
Choose your plan
Project Portal is available on Crew and Company plans. Not available on Solo.
Start your free trial today. No credit card, no commitment, no IT department required.
Free 14-day trial · No credit card · Cancel anytime
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