THE CLIENT PORTAL
A Client Portal That Builds Trust.
Give your clients real-time access to their jobs, documents, budgets, and communication — without extra admin from your team.
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Step 1: Invite the Client
Set Up Access in Just
a Few Clicks.
Once a job or service ticket is underway, you can grant your client access to their personalized portal. Choose what they can see – budgets, documents, schedules, or site photos and let them log in from anywhere.
Feature Highlights:
- Portal access by job, property, or account
- Permission-based visibility
- Invite links emailed to client contact
- Secure login and branded interface
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Step 2: Share Real-Time Job Info
Clients See What’s Happening - Without Calling You.
Centerpoint’s portal shows the client what matters: current job status, service ticket updates, uploaded documents, and any pending approvals. They see progress as it happens – no more status check-ins clogging up your phone lines.
Feature Highlights:
- Live job and ticket status view
- Milestone updates and scheduling info
- Change order visibility
- Budget and approval tracking (when enabled)
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Step 3: Share Files, Photos & Reports
Deliver Documentation With a Professional Touch.
Upload inspection photos, close-out reports, permits, and warranties directly to the portal. Clients can download what they need – no more hunting through emails or asking your office to resend forms.
Feature Highlights:
- Photo albums and galleries
- PDF reports and file folders
- Document version history
- Branded download links
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Step 4: Manage Approvals & Client Sign-Off
Get Faster Approvals and Fewer Delays.
Need a green light on a change order, repair quote, or job phase? Centerpoint lets clients review and approve from within their portal – keeping things moving without back-and-forth phone calls or emails.
Feature Highlights:
- Optional approval workflows for proposals and changes
- E-signatures or one-click confirmations
- Notifications when client action is needed
- Timestamped approvals for record-keeping
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Step 5: Keep Communication Transparent
Showcase Your Professionalism Through Clear Communication.
Clients can leave comments, ask questions, and respond to updates – all in one place. No mixed messages, no lost texts. Everything stays on record and tied to the project.
Feature Highlights:
- Message thread attached to each job or ticket
- Comment history per item or update
- Office and field staff visibility
- Client notifications for new messages
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Step 6: Strengthen Client Relationships
Build Confidence With
Every Click.
When clients feel informed, they feel confident – and that builds loyalty. The portal helps your company look organized, responsive, and in control, without adding extra work for your team.
Feature Highlights:
- Consistent, professional client experience
- Fewer status calls and admin tasks
- Self-serve access to historical projects and files
- All communications and documents archived automatically
Trusted by More than 250 Roofing Contractors Across North America.
