Question 1

How do you create a construction client portal?

Emily Johnson · Accepted Answer

The easiest way to start using a construction client portal is to invest in software that has one. After that, you’re able to simply add client contact information into the system and invite them to participate. From there, they can set up their own password to their portal. You, as a builder, can customize which aspects of the project the client can see when logging in.

Question 2

What is the purpose of a construction client portal?

Emily Johnson · Accepted Answer

The purpose of a construction client portal is to be transparent with your clients and allow them to see project updates. It’s a central location for all project data, including a budget, schedule, selections and photos. It’s also used as a streamlined communication tool between a construction company and its client.

Question 3

What should a construction client portal include?

Emily Johnson · Accepted Answer

In a client portal, you want the option to share the project progress with your client through a schedule and photos. You’ll want to choose a portal that has a user-friendly interface so clients can make selections, sign documents and communicate effectively with you. A construction client portal app is also valuable to have so your clients can access information right from their smartphone.

Question 4

What is a construction client portal?

Katrina Meyer · Accepted Answer

A construction client portal is a secure online platform that serves as a one-stop shop for project information. Clients can log in and see the latest updates on their project through progress photos, a view of the project schedule and budget details. They’re able to sign proposals and make selections on their own. The portal also serves as a communication tool between the construction crew and the homeowners. With access to this portal, clients know what’s going on with their investment and feel like a part of the project.

Question 5

Why do construction teams need a client portal?

Katrina Meyer · Accepted Answer

Client portals are a quick and easy way to tell homeowners which stage their project is at through daily logs, photos and more. It saves builders time on the phone because all communication is done through the portal. Homeowners have fewer questions when information is available to them up front. Less time spent taking phone calls from clients means builders can focus on executing the project at hand.

The construction client portal also serves as a staple for a company’s sales pitch to prospective clients. This tool can help builders win more jobs because clients value transparency and trust, and having access puts them at ease.

Question 6

What information can be found on the client portal?

Katrina Meyer · Accepted Answer

The portal provides a wealth of project-related data, including project schedules, progress reports, budget and expense tracking, change orders, design documents and more. It also facilitates communication with the team and allows for feedback and requests.

In Buildertrend, the Client Portal can be customized so builders can decide which pieces of information they would like their clients to have access to. For example, you may not want your clients to have access to the budget. So you can simply turn that feature off while allowing them to see other things like photos and documents. With these choices, the builder can make the portal their own to fit their business.

Question 7

How often is the information updated in the client portal?

Katrina Meyer · Accepted Answer

The information in the portal is updated in real time. As soon as progress is made, documents are uploaded or changes occur, the portal will reflect those updates, allowing clients to stay informed throughout the construction process.

Question 8

How does subcontractor software benefit construction projects?

Katrina Meyer · Accepted Answer

Subcontractor software streamlines project management, helping builders track subcontractor work, schedules and communication more efficiently.

Question 9

Can subcontractor software integrate with other construction software tools?

Katrina Meyer · Accepted Answer

Yes, subcontractor software often integrates with various construction tools, simplifying data sharing and improving project coordination. When using Buildertrend, for example, subcontractor features are integrated alongside sales, project and financial management toolkits.

Question 10

Is training required to use subcontractor software effectively?

Katrina Meyer · Accepted Answer

Training is recommended to maximize the benefits of subcontractor software, ensuring effective usage and adoption. Buildertrend offers many ways to maximize software use, including Buildertrend Learning Academy, Buildertrend University, Onsite Consulting and more.

Here are the results for "How Curate Design + Build transformed its selections process"

Filter By Resource

Podcast

BTU experience with Jenny Sneller: Sneller Custom Homes

Podcast

Scaling a nonprofit to do more good with tech

Podcast

COVID-19 and construction series: Midwest U.S. region

Blog

Onboarding Buildertrend: 4 customers share how they found success as a Buildertrend Champion

Webpage

Construction Client Portal

Blog

Building in the desert boom: What’s driving Arizona’s construction growth in 2026

Webpage

Manage Subs with Subcontractor Software

intercom-articles

Selections on Mobile

Still have questions or need our help finding a resource?