Client portal

Your clients see the build,
not your spreadsheet.

Every homeowner gets their own sign-in, branded as you: the stage the build has reached, photos from site, the documents and inspection reports you share, variations waiting for their approval and selections to make — every dollar GST-inclusive, matching the invoices they hold.

Start free trial → Book a demo

Set up in five minutes

Trading name, logo, stage names and sharing defaults once in Settings; then open any job, go to Client Portal and send the invitation — the client's email is already there.

Decisions that come back to you

Send a variation and the client is emailed to approve or decline it; their answer lands on the variation and in your inbox. Selections have deadlines the client can see, with the upgrade price on each option.

Only what you choose to share

Documents, inspection reports and site photos reach the client only when you share them — per item, or automatically by type as they are created. Costs, margins and suppliers never do.

FAQ

Common questions.

Does the client need an account?
Yes — their own, separate from your team's. You invite them from the job; they set a password from the email. Nothing about your workspace is exposed to them.
What does the client see about money?
Their stage amounts, variation totals and selection prices — all GST-inclusive, the same figures as their invoices. Never your costs, margins or suppliers.
Will clients be nagged with emails?
No. A variation sent for their decision emails them immediately; everything else goes in one daily digest, only when something is new, and only if you switch the digest on.
Ready when you are

Give your clients
a window on their build.

14-day free trial. No credit card. Your data, your call.

Start free trial → Book a 15-min demo