Client Portal

One link. No password. Happy clients.

Send your client a link. They tap it and they're in. Viewing photos, approving estimates, paying invoices, messaging you. No accounts. No app downloads. No "I forgot my password" texts at 9pm.

Why this matters

The texting and forwarding ends here.

No more "what's my password?"

No accounts to create, no passwords to remember, no app downloads. Just a link your client can open from any phone, any time.

No more "when's it gonna be done?"

Clients see the schedule, daily logs, and progress photos themselves. Fewer status calls means more time on site.

No more chasing approvals or checks

Clients approve estimates and pay invoices in two taps. Stripe handles the money. You get notified the second it's done.

Passwordless Access

Text them a link. They're in.

Each project gets a unique, secure link. Share it however you want: text, email, written on a business card. Your client opens it once and bookmarks it. That's the whole onboarding.

  • Unique, unguessable token per project. Only people you share it with can get in.
  • Works on any device. Phones, tablets, laptops. No app store, no install.
  • Regenerate anytime to revoke access. Useful when projects end or relationships sour.
Full Visibility

Everything they need, in one place.

Photos, documents, the schedule, selections, estimates, invoices, change orders, contracts, messages. All of it lives behind that one link, and your client can browse it like a normal website.

  • Photos & documents with full-screen lightbox view and downloadable PDFs.
  • Schedule & selections. Track the timeline and let clients sign off on finishes, fixtures, and materials right in the portal.
  • You decide what's visible. Keep internal notes and costs private with one toggle.
Approvals & Payments

Approve. Pay. Done.

Estimates, change orders, and invoices live in the portal. Clients tap "Approve" or "Pay," Stripe handles the card, you get notified, and the project keeps moving. No more waiting on signatures or chasing checks.

  • One-click estimate approval, and instant rejection with feedback if they have questions.
  • Pay invoices via Stripe. Credit card or ACH, money in your bank in days.
  • Real-time status on every estimate and invoice: sent, viewed, approved, paid.
Two-Way Messaging

Every conversation, in one thread.

Clients message you from the portal. You reply from the app or your phone. Email notifications keep both sides in the loop, and the entire conversation history stays organized by project. No more digging through 200 texts to find that one detail.

  • Email notifications for both sides. Nobody misses a message.
  • Full message history per project, searchable forever.
  • No phone-number sharing. Clean separation between work and personal.
You're in Control

Decide what they see, down to the line.

Clients see what you want them to see. Internal notes, your costs, subcontractor names, in-progress estimates: all hidden by default. Toggle visibility per category. Change your mind? Toggle back.

  • Per-category toggles for photos, schedule, documents, and daily logs, all separate.
  • Internal-only items stay private. Your costs, margin, and notes are never visible.
  • Branded portal on Pro. Your company logo sits at the top, BuilderBase branding hidden.

"I switched from spreadsheets and texting photos. My clients tell me the portal is the cleanest experience they've had with any contractor. Setting up a project takes minutes, not hours."

JM
Jake Miller
Miller Custom Homes · Charleston, SC

Give your clients a portal worth bookmarking.

Free 7-day trial. No credit card required. Cancel any time.