Client portal
Audience: Property owners · 4 min
What it is
A link your contractor sends you. No login needed. Inside: project milestones, site photos, direct messages, proposals to sign, change orders to approve, and progress invoices tied to completed work.
How to use it
- Open the link and bookmark it.
- Review photos and milestone status weekly.
- Message the crew in the portal so everything is documented.
- Sign proposals and change orders in the portal before work starts.
- Pay progress invoices against completed milestones only.
Done when
- You check the portal instead of texting for updates