Client Portal
Give your clients a professional portal to view their project progress.
On This Page
Portal Overview
The client portal gives your clients a dedicated space to follow their project's progress. Instead of fielding constant phone calls and emails, clients can check the portal anytime to see:
- Progress photos organized by date
- Invoices and payment history
- Project schedule and upcoming milestones
- Documents and plans
- Selection choices (fixtures, colors, materials)
Enabling Portal Access
Portal access is enabled per client. Here's how to set it up:
- Go to Clients and select the client
- Click Edit Client
- Toggle Enable Portal Access to ON
- Ensure the client has a valid email address
- Save changes
Once enabled, the client will receive an email with a link to access their portal.
Magic Link Authentication
Clients don't need to remember a password. BuildLedger uses "magic links" for secure, passwordless authentication.
Security: Magic links expire after 15 minutes and can only be used once. This is more secure than traditional passwords for infrequent users.
Portal Features
Progress Photos
Clients can browse all shared photos in a gallery view, organized by date. They can click to view full-size images and download them.
Invoices
Clients see all invoices sent to them with their current status. They can view and download PDF invoices, and see their payment history.
Schedule
A simplified Gantt chart shows the project timeline with key milestones. Clients can see what's been completed and what's coming up.
Selections
When clients need to choose fixtures, colors, or materials, you can create selection requests. Clients see options with images and descriptions, then submit their choices.
Customization Options
Make the portal match your brand:
- Logo – Your business logo appears in the portal header
- Colors – Set primary and accent colors to match your branding
- Custom domain – Use portal.yourbusiness.com.au (requires DNS setup)
- Welcome message – Custom message shown on the portal homepage
Configure these options in Settings → Client Portal.
Client Notifications
Keep clients informed with automatic email notifications: