BuildFlow Feature

Customer Portal

Provide clients with a self-service portal to view project status, submit requests, and pay invoices with ease.

JD
Johnson Residence
Roof Replacement Project
Project Active
Project
Schedule
Messages
Invoices
Team
Project Overview
Roof Replacement
In Progress
Completion
Start: Sep 565%End: Oct 15
Recent Updates
Shingle installation completed on south side of roof. Currently working on north side. Weather looks favorable for the next 5 days.
Recent Activity
Photos uploaded
Yesterday at 4:30 PM
Milestone completed
2 days ago
Upcoming
Inspection
Tomorrow at 2:00 PM
Payment due
Oct 10, 2023

Empower Your Clients

Our Customer Portal provides a seamless self-service experience that enhances client satisfaction while reducing your administrative workload.

Real-time Project Tracking

Give clients full visibility into their project status with detailed progress updates, milestones, and timeline tracking.

  • Visual progress indicators
  • Milestone tracking
  • Timeline visualization

Streamlined Communication

Enable direct messaging between clients and your team to keep all project-related conversations in one centralized location.

  • Threaded conversations
  • File and photo sharing
  • @mention notifications

Secure Online Payments

Allow clients to view, manage, and pay invoices online with our secure payment processing system integrated directly into the portal.

  • Credit card and ACH processing
  • Payment history tracking
  • Automatic payment reminders

Scheduling & Appointments

Enable clients to view upcoming appointments and schedule meetings directly through the portal's integrated calendar system.

  • Self-service appointment booking
  • Calendar synchronization
  • Automated reminders

Document Repository

Provide a secure central location for all project documents, contracts, permits, and other important files that clients can access anytime.

  • Organized file categories
  • Secure document sharing
  • Version control

Customizable White-Label Portal

Easily customize the portal with your branding, colors, and logo to provide a seamless experience that feels like an extension of your business.

  • Brand color themes
  • Custom domain support
  • Configurable modules

Real-World Results

See how businesses are transforming their client experience with BuildFlow's Customer Portal.

93%
Client satisfaction rate
68%
Fewer support calls
7.2h
Admin time saved weekly
35%
Faster payment collection
BM
"The customer portal has become an essential part of our business. Clients love the transparency and self-service options, while we've drastically reduced the time spent on routine client questions and project updates. It's a win-win that has significantly improved our client relationships."
Barbara Mitchell
CEO, Cornerstone Home Improvements

Transform Your Client Experience Today