Progress feels visible
Give the homeowner a current project status, percent complete, summary, important dates, and recent updates.
Construction client portal
Give homeowners clarity without another status call.
ProBuilder OS creates a separate, polished client experience connected to the builder’s live project record. Homeowners can find the information meant for them while the team keeps internal tasks, costs, and operating notes private.
- Share progress and schedule updates in one place
- Keep payments, documents, and approvals easy to find
- Preserve a clear message and decision history
Homeowner portalLafayette Guest House
Project statusIn progress · 42%
Target completionOctober 16, 2026
Residential-firstPurpose-built workflows
Role-awareProtected team and client views
ConnectedOne lead-to-project history
A better client experience
Good communication needs a source of truth.
Clients do not want more software; they want confidence. When photos arrive by text, invoices by email, schedule updates by phone, and change orders as PDFs, even a well-run job can feel disorganized. A client portal gives each important update a reliable home.
Decisions stay accountable
Keep change orders, approvals, documents, and client questions attached to the project instead of scattered.
Internal work stays private
The client sees a purpose-built portal—not the same financial and operating workspace used by the project team.
Connected capabilities
Everything important stays attached to the work.
Use focused workflows for each responsibility without creating another isolated source of truth.
Project progress
Present current phase, progress, project summary, and important schedule dates in plain client-friendly language.
Payment visibility
Show payment milestones, invoice references, amounts, statuses, remaining balance, and relevant notes.
Change order review
Give clients visibility into proposed or approved changes, descriptions, cost impact, and schedule impact.
Shared documents
Keep client-facing contracts, plans, selections, warranties, and other project documents in one place.
Project messages
Let clients ask a question and preserve the conversation with the project instead of losing it in a phone thread.
Controlled access
Protect the portal behind sign-in and separate the client experience from internal company operations.
Client communication workflow
Publish the right update at the right level.
The portal creates a consistent place for project information without forcing the PM to duplicate the whole job record.
Start this workflow in ProBuilder OS- 1
Keep the project current
The team updates project status, schedule, payments, documents, changes, and relevant progress activity.
- 2
Share client-ready information
The portal presents a controlled layer designed for homeowner clarity rather than internal production management.
- 3
Capture questions and decisions
Client messages and approvals remain attached to the job so the team can respond with context.
- 4
Preserve the closeout record
Important documents, payment history, changes, and project communication stay organized through completion.
The operating difference
Replace communication sprawl with a dependable client home base.
Work gets reconstructed.
- Photos spread across multiple text threads
- Schedule promises made in passing
- Invoices and change orders hard to find
- The PM repeats the same update several times
The record moves with the job.
- One clear progress and schedule view
- Written updates tied to the project
- Payments, changes, and documents together
- A visible history for the client and team
Product rollout clarity
See what works now—and what is coming next.
Start with the connected workflows available today. Planned capabilities stay labeled clearly while ProBuilder OS continues to expand.
- Protected client sign-in
- Progress and project summary
- Payment and change-order views
- Shared project documents
- Client-to-team messaging and publish controls
- Branded client-portal themes
- Selection and allowance approvals
- Automated update notifications
- Client payment processing
Questions, answered
What contractors should know.
What can a homeowner see in the client portal?
The current portal can show project progress, important dates, payment milestones, shared documents, change orders, approval states, and messages. Internal operating details remain in the builder workspace.
Is the client portal separate from the contractor dashboard?
Yes. Clients receive a dedicated experience with protected access. They do not enter the internal workspace used by owners, salespeople, estimators, project managers, and field teams.
Can clients approve change orders?
Yes. Authorized staff can publish a non-draft change order to the client experience, where the linked client can record a project-scoped decision. Broader selection approvals and signature workflows remain separate planned capabilities.
Does the portal replace all client communication?
It creates a dependable source of truth, but it does not eliminate personal communication. It helps calls, meetings, and emails end with a clear record the client and project team can revisit.
14-day Pro trial
Put the full lead-to-project story in one workspace.
Create your company workspace without entering a card. Verify your email, complete guided setup, and invite your team directly from onboarding.