Client Experience

Your Clients Stay Informed. You Stay Sane.

Give every homeowner a beautifully designed, custom branded portal where they can follow their build in real time — no more endless phone calls, texts, or "just checking in" emails.

A Branded Portal They'll Actually Use

Every client gets 24/7 access to their project — schedule, financials, documents, and team contacts in one place. They stay informed on their own terms, and your phone stops ringing.

  • Real-time project overview with build cost, milestones, and team contacts
  • Schedule visibility so clients always know what's happening next
  • Document library for plans, specs, and project photos
  • Online invoice payments via Stripe — no more chasing checks

Proposals That Close the Deal

Send polished, branded proposals that make your company look as professional as the homes you build. Clients review the full scope, see the cover photo of their dream home, and approve — all from their portal.

  • Branded cover page with your logo, project photo, and client details
  • Clear scope of work with line-item pricing and terms
  • One-click Review & Sign or Download PDF for offline review
  • Expiration dates and status tracking so nothing stalls

Selections Made Simple

Every finish, fixture, and material choice — organized by room and category. Clients browse options with photos and pricing, make their picks, and you automatically track allowances and overages.

  • Organized by area and category — kitchen, bath, flooring, exterior, and more
  • Side-by-side options with photos, specs, and installed pricing
  • Automatic allowance tracking with over/under calculations
  • Close a selection and every option locks, and one that has gone to a change order locks itself

Transparent Financials Build Trust

Clients see exactly where their money is going — original contract, change orders, draw schedule, invoices, and payments. Full transparency means fewer disputes and faster approvals.

  • Contract summary with original amount, change orders, and revised total
  • Draw schedule tied to construction milestones
  • Invoice history with online payment via Stripe
  • Change order details with line-item breakdowns and e-signature approval

Built-In E-Signatures. No Extra Software.

Stop paying for DocuSign or chasing wet signatures. Proposals, change orders, and contracts are signed electronically right inside the platform — legally binding, audit-trailed, and instant.

  • Draw or type signatures — works on desktop and mobile
  • Legally compliant with electronic consent verification
  • Every signature stores the time, the IP address, the device and a hash of the document signed
  • No third-party e-signature subscriptions required

One Thread. Zero Missed Messages.

Every conversation about the project lives in one place — not scattered across texts, emails, and voicemails. Clients message the team directly, get threaded replies, and never wonder if anyone saw their question.

  • Threaded conversations with the full project team
  • Folders for unread and sent, and for conversations, questions, updates and comments
  • Rich text replies with file attachments
  • Every message tied to the project for full context and history

Warranty Requests — Handled, Not Ignored

After the keys are handed over, clients submit warranty requests right from their portal. You triage, assign, and track every issue — with photos, status updates, and a full audit trail.

  • Clients submit requests with photos and descriptions from any device
  • Under review, accepted, being worked, then signed off by the owner rather than closed by you
  • Priority levels and location tagging for fast triage
  • Full history so nothing falls through the cracks after move-in

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