A Construction Client Portal to Transform the Way You Work With Clients

A client portal is a web-based platform that offers clients an easily accessible view of project files, communication, schedules and other information that may be important for a project. Construction customer portals can be helpful for business owners to allow clients the opportunity to answer their own questions. They can also increase collaboration, transparency, and trust, making them a great solution for busy business owners who want to prioritize the client experience.

A client portal should include features such as secure login credentials, personalized dashboards displaying project status and updates, document-sharing capabilities for contracts, plans, and reports, and communication tools for direct messaging or video conferencing with clients. Additionally, it should provide access to billing and invoicing information for transparency and convenience.

Here are some steps you can follow to create a construction customer portal:

1. Define the purpose and scope of the portal: Determine what features and functionalities you want the portal to have, and what information and services you want to provide to your clients.
2. Choose a platform: There are many construction client portal software solutions available, including custom-built solutions and off-the-shelf platforms. Choose the one that fits your needs and budget.
3. Integrate with other systems: Your construction client portal may need to integrate with other software or systems, such as a customer relationship management (CRM) system or payment processing software.
4. Share with clients: Once you're confident in your client portal functionality, share the portal to your clients.

Investing in a construction customer portal can provide significant benefits for your business and improve the customer experience.

Every Houzz Pro plan includes the Client Dashboard, our construction client management software, plus Online Payments, Change Orders, Project Schedule, Daily Logs, Budget Management, Estimates, Invoices, CRM, Mood Boards, 3D Floor Plans, and Selections. Teams and Enterprise add more users, marketing tools, and dedicated support. See each plan on the pricing page.

Support depends on your plan. Design and Pro include customer support and onboarding, and Pro adds migration support. Teams includes a Dedicated Success Manager, a Dedicated Onboarding Expert, and a White Glove Migration Team. Phone support runs Monday to Friday, 6am to 5pm PT at (888) 372-2851. You can also browse the Help Center and how-to videos on our YouTube channel.

Yes. With Houzz Pro’s Online Payments, clients can see and pay invoices from their Client Dashboard by credit card, debit card, or ACH, and you can track paid and outstanding totals in one place. Online Payments is included in the Design, Pro, and Teams plans.

You share the Client Dashboard by email or a link, and clients open it from there. They see only the files, documents, and features you choose to share. You can preview it before sharing and turn sharing off at any time.

Yes. Houzz Pro’s Client Dashboard is a client portal for contractors, builders, and remodelers. Share project updates, files, messages, and payments in one branded place, and clients see only what you choose to share. The Client Dashboard is included in the Design, Pro, and Teams plans.

Houzz transmits data over industry-standard encrypted channels, and all of its web pages use HTTPS. It meets PCI-DSS security standards for accepting credit card payments, stores data in multiple locations with Amazon Web Services, and keeps encrypted backups of Houzz Pro data. You also control what each client sees and can turn sharing off at any time.