CONNECTED CONSTRUCTION WORKFLOWS

Construction client portal

Share selected project information and documents with clients through controlled portal links.

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01

Client portal and company branding

Share selected project records with clients using your company logo and document branding.

  • Add your company logo, colours, business details and document footer in company settings.
  • Choose the project and records a client may access, then create an expiring portal link.
  • Let the client review the shared records and supported approvals; revoke or expire access when needed.
02

What is included

Use these capabilities within your company and project permissions.

  • Company logo, colours and branded document views
  • Selected project records and private supporting files
  • Portal expiry/revocation and supported version-bound acceptance
03

Configuration and availability

The portal only exposes the records you share. Internal reviews and current access rules still apply to client acceptance.

CONTINUE EXPLORING

Related workflows

Projects for construction teams

One place for every job, from award to handover.

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To-Dos for construction teams

Give every construction to-do an owner and a next action.

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Scheduling for construction teams

Plan project dates, dependencies and employee capacity together.

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READY WHEN YOU ARE

Your next project deserves a better system.

Start with a company workspace. Add the people and projects that make it yours.

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