Keep clients in the loop, not in your inbox.
Give clients a clear window into progress — timeline, gallery, documents — without exposing margins or supplier rates.
AI and commercial rates stay off client views. They see progress — not your margins.
Update emails become full-time jobs.
Clients want progress, not your supplier rates. A portal shows the right slice — nothing commercial.
Share the story, keep the secrets
Shared progress views
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Documents & gallery
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
No margin leakage
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Seat-aware access
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Fewer chase-up calls, faster sign-offs, and a professional edge that wins the next job.
Start your free trialCommon questions
What is the client portal?
A branded, read-only view of a project you share with your client. They see progress, photos, milestones, shared documents and their own approvals — never your budgets, margins or supplier rates.
What can the client see and not see?
You control it section by section: progress, photo gallery, milestones, shared documents and approvals can be switched on. Budget totals and supplier rates are always private and can never be exposed.
Is the portal branded to my company?
Yes. The portal carries your logo and colour, so your client experiences it as your service, not a third-party tool.
Can clients approve variations in the portal?
Yes. Clients can approve variations and sign off stages in the portal, and every decision is captured and timestamped on the project.
More features
Budget management
Budget management
Catch overspend before it's a problem.
Cash flow
Cash-flow forecasting
See the squeeze before it stops the build.
Directory
Contractor directory
Your best trades, always to hand.
Reports
Cost reports
Reports backed by receipts, not guesswork.
NEW · AI
Grant finder
Find the funding you didn't know you had.
Invoices
Invoice processing
Know exactly what you're paying for.
Give clients the view they want.
Start free for 90 days. Cancel anytime before the trial ends.