Skip to main content

Customer portal for GCs

Audience: General contractors · 4 min

What owners see​

Milestones, site photos, messages, proposals to sign, change orders to approve, and invoices. One link, no login.

Keeping it current​

  1. Post photos at every milestone. Silent portals breed anxious owners.
  2. Answer messages in the portal so the record is complete.
  3. Push proposals and change orders for signature before work starts.
  4. Invoice against completed milestones only.

Done when​

  • Owners check the portal instead of calling for updates