Client portal

The homeowner stops texting you for updates.

One link, no password, no app to install. They see where the job is, what they have approved, what they have paid and what is next — the same numbers you see, without you writing an update.

14 Fletcher Ave
Bathroom renovation · day 11 of 15
Demolition & disposal
Plumbing rough-in
Framing & drywall
Tile & waterproofing
Fixtures & paint
Photos
24
Approved
$19,640
Paid
$10,120

“Just checking in — how’s it going?”

Three times a week, from every client
The problem: A homeowner with $20,000 in a job and no visibility gets anxious, and anxiety arrives as texts at 8pm. You answer the same four questions for every client, every week, from a ladder.

And when they cannot see what they approved, they misremember it. That is where “I thought that was included” comes from — and it costs you the argument and sometimes the work.

  • Silence reads as something going wrong
  • Verbal approvals get remembered differently by each side
  • Referrals come from clients who felt informed, not from clients who were chased
What they can see, without asking
Where the job is todayFraming
Photos from site24
Change orders they signed2
Invoices & balance$9,520
Signed contractPDF
What the link does

Everything they need. Nothing they should not see.

The portal shows the client’s side of the job. Your costs, your margin and your supplier pricing are never on it.

Progress

Phases, ticked as they finish

The same phases you priced and scheduled. When you mark rough-in complete, they see it — you do not write an update.

Approvals

Change orders signed on the phone

Priced, sent, signed and dated before the work happens. The disagreement about what was included stops being possible.

Money

Invoices, payments, balance

What they have paid, what is outstanding, what the contract now totals after changes. Visible, so it does not need explaining.

Access

A link, not an account

No password, no app, no signup. A 62-year-old homeowner opens it from a text. Anything requiring an account does not get looked at.

Where it comes from

You are not maintaining a second thing.

Your scheduleYour photosYour change ordersYour invoicesTheir portal

The portal is a view of the job you are already running. There is nothing to update, publish or keep in sync — which is why it is still accurate in week six, when a separate client-update tool would have been abandoned in week two.

What it changes on Monday

  • The 8pm texts stop. They already know.
  • Approvals are in writing without you asking anyone to sign anything awkward.
  • You look like the organised one against every other quote they got.
  • Referrals go up, because feeling informed is most of what people mean by a good experience.
Never on the portal
Your cost on any linehidden
Job marginhidden
Supplier pricinghidden
Crew wageshidden

Send one client the link.

Pick the client who texts you most. See how the week goes.

Start your 7-day free trial

7 days free · no credit card · then $49.99/mo for 3 months