Portal Dashboard
Give your clients their own dashboard view where they can ask or answer questions, upload or receive project files, view and sign proposals and more.
Project List
The Client project list view can be filtered by project stages, with alerts for anything new, such as discussions, files, or a new proposal to view.
Fileshare Between You and Your Client
Send documents, drawings, cutsheets and more to your client, while providing a clean respoitory for their future reference. Likewise, your clients can upload building plans, site images or video walkthroughs.
Asset Information Delivery, Solved
As the technicians install the equipment into the project, they are recording vital asset information such as serial numbers, MAC and IP addresses, warranty information and more.All of this can optionally be shared with your client in real time, and with high accuracy. This is not left as a large project for your team at the end of the project.
Your Client is Updated On the Go
Your client is updated while in the office, or out. They can interact in all of the same ways, including viewing and signing proposals.
WANT TO GIVE PORTAL A SPIN?
Jetbuilt users are invited to try Portal for free while it is in beta.
Simply reach out to support and ask for a demonstration, documentation, and to have it activated in your account.