--- title: "Online Client Dashboard for Contractors - Software & App" url: "https://pro.houzz.com/for-pros/feature-client-dashboards" datePublished: "2026-09-15T05:40:16+0000" --- CLIENT DASHBOARD # Earn Rave Reviews With the Client Dashboard Engaging clients doesn’t have to be a tall task. Get them involved in one place with Houzz Pro’s Client Dashboard software for construction and design—their single source of truth for project files, payments, and communications. ## Improve Visibility Instantly present project updates, files, and financial info in one organized place. ## Centralize Communication Streamline the back-and-forth by tracking text and email conversations on one channel. ## Accelerate Action Get selections approved, invoices paid, and tasks taken on with fewer reminders. ## Client Comms—Solved. ### Stay on the Same Page —the same webpage, that is. By organizing all relevant files, messages, and more in one digital place, you can keep your clients at ease and in sync at every step. ### Enhanced Transparency With a crystal clear record of all their project payments and decisions, our Client Dashboard helps keep missteps and miscommunications to a minimum. ### Cut the Afterhour Asks Our client portal is available 24/7 so you don’t have to be. With answers on demand, you can expect fewer calls, texts, and emails at all hours of the day (or night). ## Trusted by 3 Million+ Contractors and Design Pros [Capterra: 4.3 out of 5 stars, 1,081 reviews](https://www.capterra.com/p/199689/Houzz-Pro/) [Software Advice: 4.3 out of 5 stars, 1,081 reviews](https://www.softwareadvice.com/construction/houzz-pro-profile/) [GetApp: 4.3 out of 5 stars, 1,080 reviews](https://www.getapp.com/construction-software/a/houzz-pro/reviews/) [App Store: 4.6 out of 5 stars, 4.2K reviews](https://apps.apple.com/us/app/houzz-pro/id1488002482) > "Clients can go to the dashboard on their own without calling or texting me, which saves me time. They can go there and have everything they need. They feel supported and in control." > > Bryan Payne | Many Mansions LLC > "I like the client engagement and communication in the portal, and that you can take notes and keep track of any files. These are live documents, so anytime we make a change, clients can access the portal and see adjustments made in real time. It cuts down on the number of steps that we need to take to keep clients engaged and involved in the process." > > Wade Rosenburg | HomeWork DFW PROJECT DOCUMENTS ## Plans, Progress, and More—It’s All Shared Here. More than a place to stay in touch, our Client Dashboard is where they’ll find all your shared project essentials—from files needing feedback to updates throughout the process. - Get project approvals big and small in one place - Share timelines and day-to-day updates easily - Let clients see and submit payments due, fast - Give clients all-hours access to need-to-knows [Get Started](https://www.houzz.com/houzz-pro/pricing) FINANCIAL FILES ## Put Their Financials Front and Center No more scattered PDFs, buried emails, or unpaid invoices. Keep updated on every dollar with a dedicated spot for financial docs and a live payments overview they'll love. - Share [Estimates](https://www.houzz.com/for-pros/feature-estimates) or [Proposals](https://www.houzz.com/for-pros/feature-proposal) for fast approval - Post [Invoices](https://www.houzz.com/for-pros/feature-invoices) clients can safely pay online - Get [Change Orders](https://www.houzz.com/for-pros/feature-change-orders) approved with less delay - Show paid and outstanding totals at a glance [Get Started](https://www.houzz.com/houzz-pro/pricing) MESSAGES & TASKS ## Collaborate in One Place Engaged clients are happy clients. That’s why we also constructed our Client Dashboard to help you exchange messages and assign action items the easy way. - Send and receive messages in realtime - Include attachments like files and photos - Assign [Tasks](https://www.houzz.com/for-pros/feature-task-management) to keep your clients involved - Stay on track by setting Task reminders [Get Started](https://www.houzz.com/houzz-pro/pricing) ## How to Customize Their Client Dashboard ### Choose What to Include When it comes to comms, you’re in control. Select only the specific files and features you want visible on each Client Dashboard for transparency on your terms. ### Add Engaging Visuals Add a custom touch to your customer portal by uploading a cover image and video—company highlights and personalized messages welcome. ### Spotlight Marquee Messages Have a message you want to highlight? Add some text to their Client Dashboard. Pro tip: welcome messages and business info go a long way. ### Work in a Weather Widget When rain or snow can impact your project, add a live look at each day’s forecast to their dash—perfect for keeping remote clients under one umbrella. ## Take Our Word for It (And Theirs) Hear from real home construction and design professionals who've used Houzz Pro to better their business. [How Houzz Pro Helped This Construction Firm Relocate & Thrive](https://pro.houzz.com/pro-learn/blog/holland-brothers-construction-thriving-success-story) [How This Design Build Firm Reached New Heights With Houzz Pro](https://pro.houzz.com/pro-learn/blog/managing-a-multi-million-dollar-design-build-firm) [Construction Software Helps Builder Scale Business & Reputation](https://pro.houzz.com/pro-learn/blog/how-matt-panella-uses-transparency-and-technology-to-scale-his-business-and-reputation) INTEGRATIONS ## Client Dashboard Software That Keeps You Connected Our Client Dashboard works with tons of the tools you already use, cutting the double work. On top of the dozens of other integrations across Houzz Pro, you can autosync client payments with [QuickBooks Online](https://www.houzz.com/for-pros/feature-quickbooks-integration) and upload files and photos directly from Google Drive to your client portal. [Get Started](https://www.houzz.com/houzz-pro/pricing) AWARD-WINNING SUPPORT ## Here to Help—However You Need It. ### Got questions? Our Client Dashboard experts have answers. For anything our self-guided resources can't solve, reach out for assistance and we'll take it from there. #### Online Chat The fastest way to find answers is at the bottom right of your browser. #### Email Troubleshooting and other assistance are just a [support ticket](https://www.houzz.com/pro-help/r/how-to-reach-houzz-pro-support) away. #### Phone We’re here from Monday to Friday, 6am to 5pm PT at (888) 372-2851. #### Help Center Articles, video tutorials, webinars, and more are all accessible 24/7 [here](https://www.houzz.com/pro-help). ## Help Yourself to On-Demand Answers Get to know our best-in-class software through curated video tutorials, how-to walkthroughs, and beyond. [How to Handle Clients Who Text Too Much](https://pro.houzz.com/pro-learn/blog/how-to-handle-clients-who-text-too-much) [How to Prevent Disagreements With Clients About Projects](https://pro.houzz.com/pro-learn/blog/how-to-prevent-disagreements-with-clients-about-projects) [How to Customize the Client Dashboard](https://pro.houzz.com/pro-help/r/how-to-customize-the-client-dashboard) ## Client Dashboard Features See the main features of Houzz Pro Client Dashboard | Feature | Description | | --- | --- | | **Core Functionality** | | | Centralized Client Dashboard | Provide clients with a single dashboard to access all project-related information in one place. | | **Communication** | | | Client Messaging | Enable clients and pros to communicate directly within the dashboard. | | **Document Sharing** | | | Financial Documents Sharing | Share estimates, invoices, proposals, and related documents. | | Files & Photos Sharing | Share project files, images, and documents with clients. | | **Project Management** | | | Schedule Sharing | Share project schedules and timelines with clients. | | Task Visibility | Allow clients to view assigned tasks and project activities. | | Task Interaction | Allow clients to interact with tasks (e.g., updates, completion where applicable). | | Daily Logs Sharing | Share daily logs to keep clients informed on job site progress. | | **Design Collaboration** | | | Selections Sharing | Share selections boards and allow clients to review and interact with items. | | Mood Boards Sharing | Share mood boards for design collaboration. | | 3D Floor Plans Sharing | Share 3D floor plans for visualization and review. | | **Financial & Approvals** | | | Online Payments | Allow clients to pay invoices and financial documents online. | | Payment Tracking Visibility | Allow clients to view payment-related information and status. | | Document Approvals | Allow clients to review and approve project documents (e.g., estimates, proposals). | | E-Signature Workflows | Enable digital signing of documents such as proposals or contracts (via Houzz Pro workflows). | | Budget Visibility | Share and display project budget information with clients. | | **Permissions & Access** | | | Feature-Level Visibility Control | Control which dashboard sections are visible to clients. | | Document-Level Sharing Control | Publish or hide specific documents from client view. | | **Customization** | | | Dashboard Menu Customization | Customize dashboard sections shown to clients. | | Widgets | Add elements such as text or media to enhance dashboard experience. | | Branding | Display company logo, contact details, and branded header background | | **Sharing & Access** | | | Share via Link or Email | Provide access via shareable link or email invitation. | ## Why Go With Houzz Pro? ### All-In-One AI Platform We’re proud to offer the only true all-in-one, AI-powered software solution for every side of your business—combining best-in-class planning, project management, financial, and marketing tools. ### Tailored to Your Trade Built specifically for home building, remodeling, and design professionals, we’re always improving our features based on feedback—making our do-it-all software the perfect toolkit for your type of work. ### Largest Online Community Houzz has been a trusted remodeling resource for over a decade—garnering a global community of over 65 million homeowners and design enthusiasts, and over 3 million home remodeling and design professionals. ## A Client Dashboard Tailored for Every Trade [Interior Design](https://pro.houzz.com/for-pros/software-interior-designer) [New Construction](https://pro.houzz.com/for-pros/software-construction-client-portal) [Remodeling](https://pro.houzz.com/for-pros/software-remodeler) [Kitchen & Bath Remodeling](https://pro.houzz.com/for-pros/software-kitchen-bath-remodeler) [Kitchen & Bath Design](https://pro.houzz.com/for-pros/software-kitchen-bath-designer) [Landscape Contracting](https://pro.houzz.com/for-pros/software-landscape-contractor) [Architecture](https://pro.houzz.com/for-pros/software-architect-client-portal) [Design Build](https://pro.houzz.com/for-pros/software-design-build-firm) [Landscape Architecture & Design](https://pro.houzz.com/for-pros/software-landscape-designer) [Home Staging](https://pro.houzz.com/for-pros/software-home-stager) [Swimming Pool Construction](https://pro.houzz.com/for-pros/software-pool-builder) READY TO TRY? ## Get a Free Demo For questions, give us a call at (888) 372-2851. [Schedule a Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7010y000000x13t&sourceCommandName=HouzzProCMSLanding)