Client Portal for Contractors
Give homeowners and property owners their own login for photos, schedule, invoices, change orders, and messages — branded to your company.
Most of the friction in a residential job is information. The client doesn't know what happened this week, so they call; you're on a roof, so you call back at seven; the answer would have taken them ten seconds to read.
The client portal gives them somewhere to look. It carries your logo and brand color from the login screen onward, so it reads as part of your company rather than a third-party tool you bolted on.
What it does
Branded before login
- The portal login page shows your logo and brand color, at your own per-company URL — the client never lands on a generic sign-in screen.
Progress photos and daily logs
- Share the jobsite photos and daily logs you're already capturing, which answers most status questions before they're asked.
Schedule they can actually read
- An optional per-project timeline view with zoom and pan, so the client sees sequence and dates instead of a wall of tasks.
Invoices paid in place
- Clients view invoices and pay by card or bank transfer without leaving the portal.
Change orders approved or rejected on the record
- Send a change order to the portal and get a recorded approval or rejection, rather than a verbal yes you can't produce later.
Multi-factor authentication required
- Portal accounts require MFA. Client financial and project data isn't sitting behind a password alone.
How it works
- 01
Invite the client
Send a portal invitation from the project.
- 02
They land on your brand
Your logo and color on the login page, at your company's portal URL.
- 03
They self-serve
Photos, schedule, invoices, documents, and messages, without calling you.
- 04
Decisions get recorded
Change-order approvals and signatures are captured against the job.
Works with the rest of the platform
Client Portal isn't a standalone module — it shares the same job record as everything else in SiteAnchor.
Invoicing & Payments
Invoice from the work you've actually logged, take card and bank payment online, and stop chasing the paperwork that proves you did the job.
Daily Logs
Capture weather, crew, work performed, and jobsite photos from the field — on the day, from a phone, not retyped into a spreadsheet at night.
Estimating
Build a priced estimate from your own material catalog, reuse the assemblies you quote most, and send it out for a signature without leaving the job.
Scheduling
Plan phases on a Gantt with real dependencies, see the critical path, and get told when you've booked the same crew in two places.
For Remodelers
Manage change-heavy work in occupied homes, with change orders the client actually approves in writing and photos that settle disputes before they start.
For Home Builders
Run long build cycles with draw schedules, selections, and a client portal that keeps buyers informed without keeping you on the phone.
For Painting Contractors
Run a high volume of short jobs with crews scheduled tightly, punch lists closed out properly, and clients who can see progress themselves.
Frequently asked questions
Is the portal branded to my company?
- Yes. Your logo and brand color appear from the login screen onward, at a per-company URL you can link or embed.
Can clients approve change orders in the portal?
- Yes, and the approval or rejection is recorded against the job, so there's a record rather than a recollection.
Is client data secure?
- Portal accounts require multi-factor authentication, and documents are served through signed, expiring URLs. See the security page for the full detail.
What is a construction client portal?
- A login of their own where the customer can see the job — progress photos, schedule, invoices, documents, and messages — instead of phoning for a status update. For residential work it's usually the single biggest reduction in interruptions a contractor can make.
What can clients see and what stays private?
- You choose per project. Photos, daily logs, timeline, invoices, and documents are each shared deliberately. Costs, margins, subcontractor pricing, and your other jobs are never exposed to a client account.
Can I put the portal link on my own website?
- Yes. The portal has a per-company URL carrying your logo and brand color, which you can link or embed so clients never land on a generic sign-in page.
Can clients message me through it?
- Yes, and messages stay attached to the project rather than scattered across text threads, so the conversation is on the job record with everything else.