Overview
The Client Portal gives customers 24/7 access to their project information, eliminating phone calls for status updates and enabling self-service for common tasks.
Key Features
Project Dashboard
At-a-glance view of project status:
- Current phase and progress percentage
- Upcoming milestones and appointments
- Weather-related delays and notifications
- Photo gallery of completed work
Document Center
Secure access to all project documents:
- Contracts with DocuSign integration
- Permits and inspection reports
- Warranty information
- Before/after photos
Communication Hub
Direct messaging with the project team:
- Threaded conversations per project
- File attachments
- Read receipts
- Email notifications for responses
Technical Implementation
Real-time Updates
Customers see changes instantly without refreshing:
- Project status updates push immediately
- New messages appear in real-time
- Photo uploads show progress
- Payment confirmations display instantly
Document Generation
Automated document creation:
- Welcome packets on project start
- Progress reports at milestones
- Completion certificates
- Warranty documents
Security Considerations
Customer data security is paramount:
- Row-level security: Customers only see their own data
- Encrypted storage: All documents encrypted at rest
- Audit logging: Every access is logged
- Session management: Automatic timeouts and device tracking
Results
The Client Portal has significantly improved customer experience:
- 60% reduction in "status update" phone calls
- 95% customer satisfaction rating
- Faster payments: Average 3 days faster than mail
- 24/7 availability: Customers access info on their schedule
