Client Portals for Construction Companies

Clients can see totals, due dates, and project status on a configurable live dashboard. Daily progress logs capture crew activities, deliveries, and any weather-related delays. Photo timelines organize images into date-stamped sequences for each location.

Each client workspace includes a To-Do view that lists every item awaiting client action (e.g., approvals, document reviews, or clarification requests). The dashboard highlights due dates and responsible roles, sends reminders as deadlines approach, and links each task to its related document or record.

Clients have access to a financial dashboard showing planned versus spent amounts, pending payments, and approved changes. Each item is linked to the related invoices, change orders, and approval records.

Executives can view multiple projects in a single big-picture dashboard. They can monitor budget burn and schedule variance, open RFIs or submittals by project, and filter by program, region, or phase.

The portal centralizes RFIs, submittals, and change orders in a single, trackable flow. Both sides can initiate a request, attach drawings and supporting documents, and describe the issue or proposed change. Each item records the initiator, current owner, due dates, impact notes, and e-signature history.

Field teams can capture issues with photos, locations, and categories, upload them to the portal, and assign them to trades with due dates and priority. Clients can see real-time inspection status, add comments, and sign off on fixes.

Clients can message the contractor team directly in the portal or @mention them on RFIs and other project items. They can also book online or in-person meetings from available time slots. Where needed, simple support ticket forms (for issues like portal access or billing) capture key details and show the assigned owner and current status.

The portal auto-generates daily and weekly summaries for clients to receive in their portal inbox or via email, text, and other preferred channels. When an approval is required, the next assigned approver on the client or contractor side receives a notification.

Contractors can send invoices to clients through the portal by uploading ready documents or syncing them from billing or ERP systems. Clients can review billed work and associated charges, submit payments in the portal or via their AP system, and track receipts and payment history.

Clients can access the latest drawings and documents for their projects via the portal and download them if necessary. In the portal view, they can zoom and highlight sections and add comments for the project team. Where required, clients can also review and e-sign document packages in the portal, with signed versions automatically linked to the relevant project records.

Clients can open IFC/Revit 3D models and 2D sheets directly in the portal. The embedded viewer allows them to rotate the model, zoom in, and pin comments to specific areas. Access rules apply across all project content: each client only sees documents, drawings, and models linked to their own projects and flagged as client-safe, while internal contractor notes and working files remain hidden from client views.

The portal includes a secure, central storage area where all project files are tagged for quick search with ISO 19650-aligned metadata. Retention policies and legal holds protect records for the required period, and immutable logs capture uploads, edits, downloads, shares, and e-sign events. Official transmittals record recipients and delivery times, while versioning keeps the latest approved files on top.

Upon completion, the portal compiles as-builts, test reports, warranties, and manuals into a single handover package for operations and maintenance. Files are tagged by system, asset, and location, remain searchable throughout the asset’s lifecycle, and can be safely shared with facilities, HSE, and maintenance teams under role-based access.

The contractor’s admins can create and manage isolated workspaces per client or project, grant or revoke user access, and process client requests for profile changes. Access rights are automatically removed at project close or after a set time period.

The contractor defines user roles and access permissions, and enables single sign-on as needed, so that enterprise clients can log in with corporate credentials and view only permitted information.

Clients and project managers can ask natural-language questions (e.g., “What was done in September?” or “Which RFIs are still open?”) and receive cited answers drawn only from approved project documents. The AI assistant can use retrieval-augmented generation (RAG) to search relevant files based on the user’s access level and present a concise reply with references.

Each client dashboard shows a one-paragraph AI summary of current progress, schedule variance, and cost trends. The LLM analyzes project data and produces short explanations, such as “Two new change orders delayed the projected completion by three days.” This helps clients interpret reports without needing a project manager’s walkthrough.

Contractors can select a date range for a single project or a portfolio, and the AI agent will use a preconfigured template to draft a polished client update with linked evidence (photos, notes). The responsible PM reviews the client update and posts it directly to the client’s progress dashboard on the portal, reducing the need for extra calls, emails, and slide decks.

In the 3D/2D model view, a client or contractor PM clicks on a room or element; the AI assistant pulls only linked, approved records for that location (e.g., drawings, specs, requests for information, and change notes) and shows a short explanation in a side panel with one-click sources. This cuts “What is this?” emails and speeds approvals by consolidating explanations, evidence, and next steps into one place.