Client portal for construction projects
Give each client a sign-in to their own job: the schedule, the documents you share, the questions to answer and their change requests, on a free seat.
How client & contractor portals works in WorkHoist
6 stepsInvite the client to their job
Add the client from Team & Users with their email and the job. They get a link to set a password, and clients are free seats.
Their own job, at a glance
The client signs in to their job: its status, how far along it is, the contract value and the schedule by phase, with the tasks under each.
Share the documents they need
Tick Share on a drawing or document in the job and it appears in the client’s portal. Everything else stays in the office.
Documents in one place, both ways
The client sees the documents you have shared and can upload their own, as PDFs or photos.
Questions answered in the portal
Assign an RFI to the client and it waits for them in the portal. They type the answer and submit it, and it goes back to whoever asked.
Change requests from the client
Clients request a change with a description, an amount and extra days if they want. The request lands on the job for you to price and approve.