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.

When you subscribe to Houzz Pro’s construction client management software—or as we call it, client dashboard—you also get access to these other tools built to keep your clients satisfied:

• 3D floor planner
• Online payments
• CRM
• Mood boards

You can find more information about what features are included with each of our plans here.

When you subscribe to Houzz Pro’s construction client management software, you gain premium access to our support team. That means you get an exclusive phone number that directs you to an onshore team member and you get pushed to the top of the queue.

You also get personalized on-demand onboarding support, showing you how to properly use the specific features you want, when you want, to help get your business up and running with Houzz Pro. We also have a wide variety of help articles available in our Help Center and in-depth how-to videos on our YouTube channel.