Client portal for construction firms and tradespeople
Project owners want to see where their build stands without calling: progress, photos, documents, payment calls. The portal shows them their project — and only theirs — while your team stays in the field.
In your day-to-day
- 01
Progress tracking per project with milestones and photos, updated from the field.
- 02
Quotes, variation orders, insurance certificates and handover reports downloadable by the client at any time.
- 03
Approval of variation orders and material choices in the portal, dated and traced — no more “I never approved that”.
A typical scenario
A design-and-build contractor delivers some fifteen private homes a year — owners living through their first build, who call at every shovel stroke.
- 01
Each client follows their milestones — foundations, watertight, weathertight — with dated photos posted from the field.
- 02
The payment call goes out automatically when the milestone is reached, evidence attached: the transfer arrives without a phone call.
- 03
At pre-handover, snags are filed in the portal with photos and shown cleared one by one.
What changes
The works supervisor stops spending evenings reassuring people by phone, and payment calls stop dragging for lack of explanation.
Order of magnitude
Working assumptions
- →15 projects running in parallel
- →2 status requests per client per week, about 6 minutes each
In the order of 30 calls and emails a week absorbed by the portal — roughly 3 weekly hours handed back to actual site supervision.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Progress payments and final accounts settle months late, and retention money ends up forgotten.
- →
The office drowns in email — supplier invoices, tenders, after-sales requests — while everyone is on site.
- →
A project’s real margin only surfaces at the final account, when nothing can be fixed anymore.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can a client see other projects or our margins?+
No: each account reaches only its own project and documents, and the portal never exposes your internal data — costs, margins, subcontractors. It is a chosen shopfront, not your management software thrown open.
Does it also work when an architect or project manager sits in the middle?+
Yes: access is configured per role — the project manager sees what falls under their mission, the owner their progress and documents. The portal complements existing approval circuits; it does not replace them.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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