How It Works
Client Transparency in 5 Steps
Give your clients the visibility they want—without the endless phone calls and emails.
Set Up Your Project
Create your project in minutes. Import your budget, set up categories, and customize which sections clients can access. Their personalized portal is ready instantly.
New Project Setup
Clients Make Selections
Present options for finishes, fixtures, and materials. Clients browse product images, compare prices, and approve selections directly in the portal—no spreadsheets or email chains.
Kitchen Faucet Selection
Kohler Simplice
$329
Delta Leland
$289
Moen Align
$349
Brizo Solna
$499
Track Progress in Real-Time
Project Pulse shows every update: schedule changes, milestones completed, documents uploaded, expenses added. Clients see exactly where their project stands without asking.
Project Pulse
Framing inspection passed
2h ago
Draw #3 submitted for review
5h ago
Electrical rough-in complete
1d ago
Cabinet selections approved
2d ago
Manage Change Orders
Document scope changes with clear pricing. Clients review, approve, and sign digitally. Full audit trail of every modification.
Change Order #004
Pending ApprovalDescription
Upgrade kitchen countertops to quartzite
Share Documents Securely
Plans, specs, contracts, invoices—organized by folder and accessible anytime. Clients download what they need without hunting through emails.
Project Documents
Drag files here to upload
Everything Your Clients Need
A Complete Client Experience
While competitors use spreadsheets and email chains, you'll have happy clients who feel informed and in control.
Real-Time Project Pulse
A live activity feed showing every project update—expenses added, schedules changed, milestones hit, documents uploaded. Your clients always know what's happening.
Selection Management
Present product options with images, pricing, and vendor links. Clients compare, decide, and approve—all tracked with a complete audit trail.
Budget Builder
Full project budget visibility with categories, line items, and cost tracking. Clients see exactly where their money goes.
Change Order Workflow
Document scope changes with detailed pricing breakdowns. Track approval status, maintain full history, and keep both parties aligned.
Centralized Documents
Hierarchical folder organization for plans, specs, contracts, and invoices. Upload once, access anywhere. Add comments for collaboration.
Finance & Draw Schedules
Track prime contracts, draw schedules, and payment history. Complete financial transparency for complex projects.
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Stop Playing Phone Tag With Your Clients
Every "quick question" call costs you 15 minutes of focus time. Every email chain about selections takes days to resolve. The Project Portal eliminates the back-and-forth so you can focus on building.
Less time on status updates and document hunting
Clients decide on their own time, not yours
Everything organized in one secure location