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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.
  • Portal access by property or account
  • Permission-based visibility
  • Login details provided by your team
  • Secure login and branded interface
01Invite the Client
An illustrative property-manager office scene with the authentic Centerpoint Connect client property overview on the monitor, showing fictional Juniper Commerce Park roof and inspection details.

Step 2: Share Real-Time Job Info

Make status updates easy to find.

Clients can check available service ticket updates, documents, and account information without calling the office.
  • Service ticket status and updates
  • Uploaded documents and photos
  • Available property and account information
  • Secure self-service access
02Share Real-Time Job Info
The current Centerpoint Connect client Service Board on a realistic monitor, showing two fictional Juniper tickets with New Service and Scheduled stages, creators and dates.

Step 3: Share Files, Photos & Reports

Share job documents and photos.

Share inspection photos, closeout reports, permits, and warranties for clients to download.
  • Photo galleries by property or job
  • Downloadable PDF reports and shared files
  • Photos and Documents organized by jobs
  • Secure client access to available files
03Share Files, Photos & Reports
Three actual pages from the fictional Gain Street Roofing inspection PDF downloaded through the client portal, displayed on a realistic monitor: cover, roof observations and deficiencies with generated roof photos.

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.
  • Submit a service request through the portal
  • Select the relevant property
  • Add request details and supporting information
  • Keep requests connected to the client account
04Submit Service Requests
An authentic unsubmitted Centerpoint Connect client request form excerpt on a realistic monitor, with Juniper Commerce Park, Detached Annex SBS, Jordan Keene and Scope selected.

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.
  • 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
05Keep Communication Transparent
The current client-visible property timeline on a realistic monitor, with fictional Juniper service notes, roof-access coordination and a downloadable inspection attachment.

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
The current Centerpoint Connect client roof budget on a realistic monitor, showing the fictional Detached Annex repair options and saved property budget totals of $3,385; no repairs are selected for dispatch.

Trusted by 320 contractors across 540 locations.

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.
Sarah P.President, Peterson Roofing
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!
Kevin K.President, Mint Roofing
We are using Centerpoint Connect daily and have been very pleased with our ability to provide high quality reports to our clients.
Sherry T.Carver & Sons
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.
Joe P.President, Dennis Padula & Sons
The support team is very fast in connecting with you to solve any issue. Great experience so far with Centerpoint.
Taylor C.Centerpoint User
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.
Klayton M.Raven Roofing
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