Skip to content
Clients

The client portal and weekly updates

Give homeowners a private link with their schedule, photos, selections, invoices and messages.

Turning it on

  1. Open the project → Client portal.
  2. Pick the client contact and turn the portal on.
  3. Choose what they see: schedule (tasks marked client-visible), photos, logs, files you've shared, selections and invoices.
  4. Use Preview client portal to see exactly what they'll see, then send the link.

Weekly update

Each week Construction Company Software drafts a short update — what got done, what's next, decisions needed. Review, edit and send it.

Selections

List the choices the client has to make (tile, fixtures, paint) with options and prices and a deadline tied to the schedule. Late selections are flagged before they hold up the job.

Still stuck? Search the help center or check the service status.