The Client Portal

Roofing records. Ready for your clients.

Give clients secure access to job updates, documents, and service requests.

Book a demo Take the interactive tour

Step 1: Invite the Client

Choose what each client can see.

Grant access by property or account. Choose which budgets, documents, schedules, and photos each client can view.

01Invite the Client

Step 3: Share Files, Photos & Reports

Share job documents and photos.

Share inspection photos, closeout reports, permits, and warranties for clients to download.

03Share Files, Photos & Reports

Step 4: Submit Service Requests

Let clients request service.

Clients select a property and submit service details through the portal. Each request stays connected to their account.

04Submit Service Requests

Step 5: Keep Communication Transparent

Keep shared information together.

Give approved users one place for documents, photos, and service information, reducing scattered emails and repeat status requests.

05Keep Communication Transparent

Step 6: Strengthen Client Relationships

Keep the property history accessible.

Keep past projects and files available so clients can find their roof history when they need it.

Consistent, professional client experience
Fewer status calls and admin tasks
Self-serve access to historical projects and files
All communications and documents archived automatically
Industry leading real-time budgeting tool

06Strengthen Client Relationships

Trusted by More than 250 Roofing Contractors Across North America.

When we found you guys it was literally an aha moment. As soon as we attended the demo we knew this is exactly what we needed.

We had something that worked but we wanted better. We got it with Centerpoint Connect. It has improved both our sales and operations processes. Our customers say it's the best!

We are using Centerpoint Connect daily and have been very pleased with our ability to provide high quality reports to our clients.

We have used other systems in the past and needed something we could grow within. Since we signed up with Centerpoint Connect, we have been able to transform and grow.

The support team is very fast in connecting with you to solve any issue. Great experience so far with Centerpoint.

Thank you for being so quick with your responses and always delivering amazing service! You guys have really kept up with and in most cases exceeded our expectations and it's very much appreciated.