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What your client’s link opens
Send this page to a customer who asks what the portal is, or read it yourself so you can answer in one sentence: a private page for their job, in your branding, with nothing to install.
Getting in
- The contractor sends an invitation by email from the job. There is no app to install and nothing for the client to pay.
- The client opens the link in any phone or computer browser and sets a password once.
- From then on the portal opens at the same address, wearing the contractor’s logo and color. A red dot marks the one thing waiting on them.
If it will not behave
The invite never arrived
Check spam first. The contractor can re-send the invitation from the job’s People section, and a nightly nudge also reminds clients who never logged in.
The client forgot their password
The portal’s sign-in has a reset link. It sends a single-use, time-limited token to their email. The contractor never sees or sets a client’s password.
The four tabs
- Project. Progress and the first start date (never the contractor’s internal planning or slippage), the scope, and the photos shared with them. Each photo the contractor takes carries its own client-visible switch. Clients can add photos of their own.
- Documents. Everything waiting to sign and everything already signed. Signing happens with a finger, on the phone.
- Payments. Invoices, paid by card or bank transfer, with receipts. Money settles straight into the contractor’s own account.
- Messages. The conversation, kept on the job instead of scattered across texts.
On a project with several jobs, the client gets a separate overview per job, including per address. There is never a project-level “complete”, because two of five jobs done is not completion to the person paying.
Signing, and why it holds up
Waiting on you
Sign the contract
Supply and fit of units, worktop and associated works at 14 Harding Row.
Sign here
Project
Documents
Payments
Messages
- The document opens with the signature and initial boxes exactly where the contractor placed them.
- The client signs with a finger and presses Agree and sign.
- The signature is stamped into the PDF with the signer’s name, the time, and the IP address, and the file locks. Nobody can edit a signed document afterwards, the contractor included: changes go out as a new addendum or change order.
Approvals and change orders
- A material marked for approval shows up before it is bought, and the client approves or queries it.
- A change order arrives priced. The client can sign it, or propose a different price with a note.
- Everything is time-stamped on the job’s record, so nothing is a surprise later.