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Client Portal Overview

Give your customers online access to their project information through a secure, branded portal.

What is the Client Portal?​

The client portal is a customer-facing website where clients can:

  • View their project status and financial summary
  • Make product selections and design choices
  • Sign contracts and change orders electronically
  • Review and pay invoices online
  • View documents, photos, and project files
  • Communicate with your team
  • Track project progress through daily logs
  • View the project schedule and timeline
  • See their project team members
  • Access help articles and process information

Portal Features​

Core Features​

FeatureDescriptionDocumentation
DashboardProject summary and quick actionsCustomer Dashboard
SelectionsProduct choices and design decisionsSelections Review
DocumentsContracts, change orders, filesDocuments & Contracts
BillingInvoices and online paymentsBilling & Payments
MessagesTwo-way communicationPortal Messages
Daily LogsWork performed and photosDaily Logs
ScheduleProject timeline and milestonesProject Schedule
TeamProject team membersTeam Members
HelpFAQ and process infoHelp & Feedback

Feature Availability​

Each feature can be enabled or disabled. See Portal Configuration for setup.

Benefits​

For Your Customers​

  • 24/7 Access - View project info anytime
  • Self-Service - Make selections, pay invoices, sign documents
  • Real-Time Updates - See current project status
  • Easy Communication - Message your team directly
  • Transparency - Track progress and timeline

For Your Business​

  • Reduced Phone Calls - Customers find answers themselves
  • Faster Approvals - Electronic signatures and selections
  • Better Documentation - Everything tracked and recorded
  • Professional Presentation - Branded customer experience
  • Improved Cash Flow - Easy online payments

How Customers Access the Portal​

First Time Access​

  1. You send a portal invitation email
  2. Customer clicks the magic link
  3. They access their project immediately
  4. Link creates a secure session

Returning Visits​

  1. Customer receives a new magic link (via email)
  2. Or uses a previously saved link
  3. Sessions remain active for 30 days
  4. Automatic renewal on activity

Security Features​

  • Magic Link Authentication - No passwords to remember
  • HTTPS Encryption - All data transmitted securely
  • Project Isolation - Customers only see their own projects
  • Session Expiration - Automatic timeout after inactivity
  • 30-Day Sessions - Sliding window that renews with activity

Getting Started​

For Staff​

  1. Configure Features - Enable desired portal sections

  2. Set Up Content - Create help articles if using Help sections

  3. Invite Customers - Send portal invitations from project contacts

For Your Customers​

Once invited, customers can:

  1. Click magic link in invitation email
  2. View their project dashboard
  3. Navigate to available sections
  4. Complete tasks (selections, signatures, payments)

What Customers See​

Always Visible​

  • Project name and address
  • Navigation menu (enabled features only)
  • Company branding

Feature-Dependent​

Each section appears only if enabled:

  • Dashboard (always shown when logged in)
  • Selections (if enabled and shared)
  • Documents (if enabled)
  • Billing (if enabled)
  • Messages (if enabled)
  • Daily Logs (if enabled)
  • Schedule (if enabled)
  • Team (if enabled)
  • Help sections (if enabled)

Hidden from Customers​

  • Cost and margin information
  • Internal notes and discussions
  • Draft documents
  • Other customers' projects
  • Unreleased invoices (configurable)
  • Non-client-viewable schedule items

Portal Workflow​

Typical Customer Journey​

  1. Invitation - Customer receives email, clicks link
  2. Dashboard - Views project summary and balance
  3. Selections - Makes product choices (if applicable)
  4. Documents - Signs contract electronically
  5. Progress - Views daily logs and schedule during construction
  6. Billing - Receives and pays invoices
  7. Communication - Messages team with questions
  8. Completion - Project finishes, access remains for records

Ongoing Access​

Customers retain access to view:

  • Historical records
  • Signed documents
  • Payment history
  • Project documentation

Setup & Configuration​

Customer Features​