Live in about a week, set up by us.
You don't change how your team works. We connect Portalview to your current tools, brand it as yours and invite your clients.
Three steps, about a week.
Connect your tools
We connect the systems your team already uses, where they allow it, so stages, photos, documents and invoices flow in without being entered twice.
Brand it as yours
Your logo and colours, plus your own web address on Growth and Pro. When clients log in, they see your business.
Invite your clients
Each homeowner gets a login to their own build, from the first slab pour to handover.
What we need from you.
Setup is done by us, but a few things only you can give us. None of it takes long to pull together.
- Access to the tools you already use so stages, photos, documents and invoices can flow in on their own.
- Your logo and brand colours, plus the web address you'd like the portal on if you're on Growth or Pro.
- A list of your current jobs and the homeowner contacts for each, so we can load them and send invites.
- Half an hour with your team so everyone knows what clients will see and where it comes from.
Your team keeps working the way it does today.
There's no second system to update. When your team does what it already does in the tools we've connected, the portal updates with it.
- Progress moves on its own as stages are completed in your connected tools.
- Photos and site notes appear newest first, so the weekly update writes itself.
- Documents stay current: contract, plans, variations and certificates in one place.
- Each progress claim sits beside its photos and paperwork, so clients see what they're paying for.
- Handed-over builds stop counting towards your plan, and the homeowner keeps their documents and photos.
One login to their whole build.
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 moreDocuments
Contract, plans, variations and certificates. Always the current version.
Learn moreProgress payments
What's paid and what's due, each claim beside the photos and paperwork behind it.
Learn moreAbout setup.
How long does setup take?
About a week for most setups. We connect your tools on days 1 and 2, add your branding on day 3, and invite your clients on days 4 and 5. We confirm the timing for your tools in the walkthrough.
Do we have to change the software we use now?
No. We connect Portalview to the tools your team already runs, so progress, photos, documents and invoices appear without being entered twice. We confirm exactly what connects during your walkthrough.
How do photos and updates get into the portal?
From the tools your team already uses. We connect them during setup, where they allow it, so stages, photos, documents and invoices flow into each client's portal without anyone typing them in twice. We confirm exactly what connects in your walkthrough.
What happens in the walkthrough?
We show you a demo portal on an example build: what a homeowner sees at each stage, how photos, documents and payments appear, and how it would connect to the tools you use. Then we answer your questions.
See it on a demo build.
We'll show you a demo portal and talk through how it would connect to the tools you use.