Client Portal

No logins. No confusion. Just their project.

Share a link. Your client clicks it and sees their project instantly โ€” progress photos, approvals, payments, and messages. No account, no app, no password.

How it works

Three steps. Zero friction.

1

You share a link

Each project gets a unique portal URL. Text or email it to your client.

2

They click it

No account creation. No password. No app download. They see their project instantly.

3

They're in the loop

Progress photos, approvals, payments, and messaging โ€” all in one branded view.

Johnson Kitchen RemodelIn Progress
Budget
$24,500
Paid
$12,250
Phase
Rough-In
55% complete ยท Est. completion: April 15

What your client sees

Your brand. Their experience.

Clients see a clean, branded portal with your logo and colors. At a glance: completion percentage, budget, spend-to-date, upcoming milestones, and recent activity.

Optional PIN protection for sensitive projects. Links can be revoked at any time. You control which sections are visible.

๐Ÿ“ธ Photo Timeline

Real progress, pushed from the field.

Photos flow directly from crew daily logs into the client portal. Chronological timeline showing real construction progress โ€” no manual upload required.

โœ“Real construction photos pushed directly from the field app
โœ“Chronological photo feed showing project progress
โœ“Before / during / after photo series
โœ“No manual upload required โ€” automatic from crew logs
โœ“Clients see updates as work happens
โœ“Reduces 'how's it going?' calls by 80%
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๐Ÿ“„ Documents & Signatures

Get approvals without the runaround.

Estimates, proposals, invoices, and change orders โ€” clients review and approve online with digital signatures. No printing, no scanning, no chasing paper.

โœ“View and download estimates, proposals, invoices
โœ“Digital signature capture for approvals
โœ“Change order approval โ€” approve or decline directly
โœ“Document history and version tracking
โœ“Email notifications when action is needed
โœ“Full audit trail of every approval
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๐Ÿ“… Schedule & Milestones

Clients always know what's next.

Key project dates and milestones with status badges. Clients can see what's upcoming, what's in progress, and what's complete โ€” without asking you.

โœ“Key project dates and milestone tracking
โœ“Status badges: Upcoming, In Progress, Completed, Delayed
โœ“Visual calendar view of the project timeline
โœ“Automatic updates when milestones change
โœ“Reduces 'when will you be here?' calls
โœ“Completion view with review link when project wraps up
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๐Ÿ’ฌ Messaging

One thread. Not 47 texts.

Two-way messaging keeps all project communication in one place. Full conversation history. Notifications when the contractor sends an update.

โœ“Two-way messaging with the project team
โœ“Full conversation history โ€” nothing lost
โœ“Notifications when the contractor posts an update
โœ“Keeps communication out of personal text messages
โœ“File and photo sharing in messages
โœ“Professional communication trail for every project
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๐Ÿ” Inspection Reports

Transparency builds trust.

Clients can view field inspection reports โ€” findings, photos, recommendations, and timestamps. Read-only access to the reports your crew files.

โœ“Read-only view of field inspection reports
โœ“View photos, findings, and recommendations
โœ“Timestamps on all reports
โœ“Builds homeowner trust and confidence
โœ“Reduces disputes and miscommunication
โœ“Available automatically as inspections are filed
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๐Ÿ” Access & Branding

Your portal. Your rules.

Token-based access with no login required. Optional PIN protection. Links revocable at any time. Your logo and accent colors make it feel like your own product.

โœ“Token-based โ€” no account creation required for clients
โœ“Optional PIN protection per portal link
โœ“Links can be revoked at any time from the office
โœ“Token expiration settings for added security
โœ“Company logo in the portal header
โœ“Accent color customization (Crew+)
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Feature availability

What's included in each plan

FeatureSolo
$79/mo
Crew
$199/mo
Company
$349/mo
Client portalUp to 3UnlimitedUnlimited
Photo timelineโœ“โœ“โœ“
Digital signaturesโœ“โœ“โœ“
PIN protectionโœ“โœ“โœ“
Documents & approvalsโœ“โœ“โœ“
Messagingโœ“โœ“โœ“
Custom brandingโ€”BasicFull
Inspection reportsโœ“โœ“โœ“

Choose your plan

Solo
$79/mo

2 users ยท 5 projects

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Most Popular
Crew
$199/mo

8 users ยท 25 projects

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Company
$349/mo

25 users ยท Unlimited

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Solo includes up to 3 active client portals. Crew and Company include unlimited.

Your jobs. Set.

Start your free trial today. No credit card, no commitment, no IT department required.

Free 14-day trial ยท No credit card ยท Cancel anytime

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