Working with clients and trades
How the client portal and the contractor portal work, what each one shows, and what to check before you share.
- What clients and trades see in their portalsHow the client portal and the contractor portal work, what each one shows, and what to check before you share.
- Invite a client to their portalSend your client an email with their sign-in details so they can approve pieces, see invoices and message you.
- Add a second client to a projectGive a partner or family member their own portal sign-in for the project by adding them as a secondary client.
- Choose what the client and contractor portals showTurn each portal, and its procurement, files and messaging sections, on or off for a project.
- Message your client about a pieceUse a piece's Client comments to answer questions and talk through changes, right next to the item.
- See the portal as your client or contractor sees itOpen the client or contractor portal in a new tab, signed in as that person, to check what they see.
- Add a contractor to a projectAdd a new contractor or trade, or link one your studio already works with, so you can share drawings, items and files with them.
- Update a contractor's details and insuranceChange a contractor's contact details, trade, insurance expiry date and documents from their profile.
- See whose insurance needs chasing and what is unreadUse the tiles on the Contractors tab to find contractors with insurance to chase, or shares they have not opened.
- Invite a contractor to the portalEmail a contractor a link to the portal, and make sure they have a way to sign in.
- Share schedule items with a contractorGive a contractor the dimensions, supplier and delivery dates of the items they need to fit or work around.
- Share drawings with your client or a contractorSend an approved drawing package to your client, or issue it to a contractor, and see who has looked at it.
- Put up a QR code on site for contractorsPrint a project QR code so trades can open the contractor portal on their phone with their access code.
- Handle issues and revision requests from contractorsFind the problems contractors raise on items and drawings, reply, and close them off.
- Log and track contractor actionsKeep every instruction to or from a contractor in one list, with an owner and a due date, until it is closed.
- Change or remove what a contractor can seeTake back a shared item or file, give a contractor a new access code, or remove them from a project.