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.

Your client’s project list view can be filtered by project stages, with alerts for anything new, such as discussions, files, or a new proposal to view.

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.

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 while in the office, or out. They can interact in all of the same ways, including viewing and signing proposals.

WANT TO GIVE YOUR CLIENT PORTAL A SPIN?

Jetbuilt users are invited to try your Client 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.