FeaturesCustomer portal
A secret portal link shares progress, documents, and billing on your terms, so homeowners stop calling for updates you already have on the Job Profile.
Homeowners get a private portal link tied to their job — no account creation, no password to reset. Progress, schedule, change orders, and invoices are all right where they left off the last time they checked.
Contracts, change orders, and job photos post to the portal the moment they're finalized on the Job Profile. Nobody has to remember to forward a PDF or text a picture — it's already there.
Customers see what's due — deposits, draws, or the final invoice — and pay online without calling the office. Payments post back to the Job Profile so collected balance is never a guess.
Every section of the portal — photos, punch list, documents, messaging — is a visibility toggle you control per job. Share the win without exposing the parts of the Job Profile that are none of the customer's business.
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