Client Portal
Transparent access for every stakeholder
Homeowners and clients get a role-restricted view of their projects. See status, invoices, photos, and documents. Upload files, receive notifications, and stay connected without phone tag.
01
Role-Based Access
Clients see only their projects with restricted navigation.
02
Invoice Viewing
View sent/paid/overdue invoices with line items and payment history.
03
File Uploads
Upload documents and files to projects through the client portal.
04
Notifications
In-app and email notifications for project updates and invoice activity.
Who uses this
Clients access their portal
GCs control what clients see