Client Portal

Give Your Clients the Experience They Deserve

A professional online portal where your clients can track their build, make selections, approve variations, and view schedules 24/7. No more constant calls asking for updates.

  • Clients see real-time build progress without calling you
  • All selections, documents, and schedules in one place
  • Branded to your business, not generic software
  • Handle variations with clear communication and digital signing

The Client Communication Trap

You're Building Homes, Not Answering the Same Questions Every Day

The Daily Update Call

Your client calls at 4pm every day asking "What happened today?" You're busy on site and can't always answer.

The Selection Confusion

Client emails asking "Did we finalise the paint colours?" for the third time. You already told them twice.

The Document Hunt

Client can't find the contract you sent 2 months ago. Now you're digging through emails to resend it.

The Schedule Question

Client wants to know when the kitchen install is happening. You have to check your schedule and call them back.

One Portal. All Their Information.

Everything Your Clients Need, Without Calling You

Live Build Progress

They Can See What's Happening. In Real-Time.

Your clients log in and see current project status, completed tasks, and what's coming next. Visual progress bars show how far through each stage they are. When you or your trades update tasks, they see it immediately.

Client Benefit: Feel connected to their build without bothering you
Builder Benefit: Reduce "what's happening?" calls by 70%
Live Build Progress - Client Portal Schedule View

Selection Management

Make Decisions. Track Progress. No Spreadsheets.

All their selection decisions in one place. They can review options, see upgrade pricing, make choices, and track what's finalised vs. what still needs deciding. You control when they see each category.

Client Benefit: Know exactly what they've decided and what's still pending
Builder Benefit: No more "did we finalise X?" questions
Selection Management - Client Portal Selections View

Variations & Communication

Manage Changes. Stay Aligned. Everything Documented.

When clients request changes, present variations with clear pricing through the portal. They can review, ask questions, and approve - all documented with timestamps. Built-in messaging keeps all communication in one place, not scattered across text, email, and voicemail.

Client Benefit: Understand exactly what changes cost before approving
Builder Benefit: No more "I didn't agree to that" disputes
Variations & Communication - Client Portal Variations View

Document Library

Every Document. Always Accessible.

Upload contracts, plans, permits, warranties, and manuals to their portal. Clients can access anytime, from anywhere. No more "can you resend that?" emails.

Client Benefit: Access important documents from their couch at 10pm
Builder Benefit: Stop resending the same documents over and over
Document Library - Client Portal Documents View

You Control What They See. And When.

The portal is powerful for clients, but you're always in control.

Selective Visibility

Show clients only what's relevant. Hide internal notes, trade costs, or anything they don't need to see.

Timed Release

Release selections categories in the right order. Share documents when ready. Control the information flow.

Custom Branding

Add your logo, use your colors. Make it feel like your brand, not generic software.

Permission Levels

Give clients view-only access or let them make selections. You decide what they can do.

How Builders Use Client Portals

The Busy Professional Client

Situation:

Client works long hours, hard to reach by phone

Portal Solution:

Client reviews progress and makes selections during evening and weekends, on their schedule

Outcome:

All decisions made without playing phone tag

The Nervous First-Time Builder

Situation:

First home, anxious about every detail, calls constantly

Portal Solution:

They can check progress anytime, see you're on track, feel reassured without calling

Outcome:

Anxiety reduced, calls drop 80%

The Investor/Remote Client

Situation:

Investment property, client lives interstate, can't visit site

Portal Solution:

Progress photos and updates keep them informed despite distance

Outcome:

Confident despite not being local

Your Clients Live on Their Phones. So Does Their Portal.

95% of client portal access happens on mobile. We designed it that way.

Touch-friendly selection interface

Easy to browse and select on any screen size

Photos and documents at their fingertips

Quick access to progress photos and important files

Documents readable on small screens

PDFs and contracts formatted for mobile

Available anywhere with internet access

Check progress from home, work, or on the go

Works on iOS and Android

No matter what phone your clients have

Mobile Client Portal - Messages View

Frequently Asked Questions

Ready to Elevate Your Client Experience?

Join the Australian builders giving their clients professional portal access.

30-day free trial • Custom branding included • No setup fees