Features

Customer Portal

Customers can view real-time status — progress, schedule changes, and milestones — without calling you, from accepted quote to handover

Every customer gets their own portal where they can watch the project unfold in real time. When you reschedule, complete a unit, or hit a milestone, it shows up in their portal instantly — so they stop calling to ask how it's going.

  • Give customers a live portal into their project
  • They watch real-time status, progress, and schedule changes
  • Cut the status calls and check-in texts your team fields
  • One shared source of truth, from accepted quote to handover

How it works

1

Your customer gets the portal

When a customer accepts your quote, they automatically get a live portal for the project — no extra setup for you and no separate account for them to create.

2

They follow it live

As your crew clocks in, completes units, and you adjust the schedule, the customer sees every change in their portal in real time.

3

You field fewer calls

Because customers can check status in the portal themselves, the calls and texts asking how it's going largely stop.