Magic-link, no app
Clients open an email, click a link, and they're in. No password resets. No "what was my login again?" calls at 8pm.
Feature · Client Portal
Selections, variations,
and sign-off in one place.
Clients click a magic-link, see their quote, pick selections, and approve variations digitally. Every change is timestamped and HIA-contract auditable.
Why builders pick this
Selections built in
Clients compare finishes side-by-side, pick what they want, and the choices land in the estimate with their PC/PS allowances tracked automatically.
Sign-off audit trail
Every accept/decline is timestamped with the client's authenticated identity. HIA-contract compliant for variation sign-off.
What's inside
Quote experience
- Branded quote view with your company colours
- Item-level descriptions, photos, and inclusion notes
- Accept whole quote or accept-with-conditions
- Download as PDF for client records
Selections
- Compare finishes side-by-side (tiles, paint, fixtures)
- Track PC and PS allowances in real time
- Notify estimator when selections push past allowance
- Photo + spec libraries for each selection category
Variations
- Variation requests with margin pre-applied
- Client sees the cost + the schedule impact
- Digital approve / decline with timestamp
- Audit trail for HIA / MBAV contract compliance
Communications
- In-portal messaging tied to the project
- Email notifications for key events
- Variation history visible to client + builder
- Document library (contracts, certificates, warranties)
Common questions
Does the client need to download an app?
No. The portal works in any browser. Most clients open it on their phone via the magic-link in the email we send them.
Is the sign-off legally enforceable for HIA contracts?
The portal records a timestamped, authenticated approval. Combined with your HIA contract terms, this is the same evidence standard as a signed paper variation form. We recommend builders confirm with their HIA legal advisor for jurisdiction-specific advice.
Can clients pay through the portal?
Progress claim payments via Stripe are on the roadmap. Today, clients can view claims and mark them paid; reconciliation flows through to your accounting export.
Give clients a portal they'll actually use.
Set up your first Client Portal during the free trial — your next quote can go through it.
Start free 14-day trial