Contracts, plans and variations, always the current version.
Every homeowner has their building documents in one place: contract, plans, variations and certificates, with the latest version on top.
Answers, before they have to ask.
- The signed contract and the documents that go with it.
- The current plans, so nobody works from an old revision.
- Variations as they're approved, with what changed and what it costs.
- Certificates and inspections, from insurance to the occupation certificate.
Nothing new.
Portalview reads from the tools your team already uses. We connect them during setup, where they allow it, so there's no second system to keep up to date. We confirm what connects in your walkthrough.
- Documents come from where you already keep them, once we've connected your system.
- No more resending the plans to a client who can't find the email.
- One version for everyone, so the client and the site are looking at the same thing.
"Can you send me the plans again?"
Homeowners lose track of documents for the same reason anyone does: they arrive in different emails over many months. Then a bank, a valuer or a kitchen supplier asks for one, and the request lands on your team.
A portal that always holds the current version saves those requests, and it gives your client confidence that they're looking at the right thing.
Common questions.
Which documents can go in the portal?
Whatever you'd normally share with a homeowner: the contract, plans, variations, insurance certificates, inspection reports and handover documents.
Can one client see another client's build?
No. Every login is limited to that client's own project: their build, their documents, their payments.
Do clients keep their documents after handover?
Yes. Finished builds stop counting towards your plan, and your client can still see their documents and photos.
The rest of the build, in the same login.
Progress tracking
Every stage from base to handover, with dates. The same stages your contract uses.
Learn moreSite photos and notes
Newest first, straight from site. The weekly update, without anyone writing it.
Learn moreProgress payments
What's paid and what's due, each claim beside the photos and paperwork behind it.
Learn moreSee it on a demo build.
We'll walk you through a demo portal and show you what your clients would see.