Project progress and schedule state
Customers can see published progress percentages, schedule state, project updates, scope, and closeout information for that job.
Publish customer-safe progress and customer-visible project data while internal job costs, private notes, and every other job stay out of the portal.
Each active portal is tied to one job. The contractor controls which files, selections, change orders, and updates are customer-visible.
Customers can see published progress percentages, schedule state, project updates, scope, and closeout information for that job.
Share customer-visible files, sent or approved change orders, selections, payment schedules, warranties, and signatures.
A customer can review the selected item, written scope, amount, terms, consent statement, and then draw an electronic signature.
The public projection is deliberately narrower than the contractor workspace.
This scenario demonstrates the workflow and is not a testimonial.
A customer opens the kitchen-remodel portal, reviews the latest published Project Pulse update and schedule state, views the published countertop selection, and electronically approves the selected change order. They cannot browse the contractor's other jobs, private notes, costs, or team records.
It creates a customer-safe projection for one job and records consent-backed electronic approvals from the portal.
It does not expose the full workspace, replace contractor review, decide what should be shared, or provide a universal legal determination that every electronic record is sufficient for every situation.
Start with the live demo, then request a workspace if the workflow fits how your company operates.