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.
1
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 property or account
- Permission-based visibility
- Login credentials and portal access instructions provided by your team
- Secure login and branded interface
2
Step 2: Share Real-Time Job Info
Clients See What’s Happening - Without Calling You.
Centerpoint’s portal gives clients a central place to view service ticket updates, uploaded documents, and other information made available to their account. Clients can check available updates without calling your office for routine status questions.
Feature Highlights:
- Service ticket status and updates
- Uploaded documents and photos
- Available property and account information
- Secure self-service access
3
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 galleries by property or job
- Downloadable PDF reports and shared files
- Photos and Documents organized by jobs
- Secure client access to available files
4
Step 4: Submit Service Requests
Make It Easy for Clients to Request Service.
Clients can use the portal to submit a service request and provide the information your team needs to follow up. Each request stays connected to the client account for easier tracking and communication.
Feature Highlights:
- Submit a service request through the portal
- Select the relevant property
- Add request details and supporting information
- Keep requests connected to the client account
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Step 5: Keep Communication Transparent
Showcase Your Professionalism Through Clear Communication.
Give clients one place to review the documents, photos, and service information available to their account. Keeping shared information together helps reduce scattered emails and repeated status requests.
Feature Highlights:
- Centralized access to shared documents and photos
- Service information connected to the client account
- Secure access for approved client users
- Fewer status requests and scattered email threads
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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
- Industry leading real-time budgeting tool
Trusted by More than 250 Roofing Contractors Across North America.
