BuilderXPro
Available in BuilderXPro

Give your customers a login, not a status call

The BuilderXPro customer portal is a separate, secure login for your clients. They see their own project — tasks and milestones, the site photo feed, drawings, invoices and payments, and the approvals they owe you — without anyone on your team assembling an update.

It reads the project, finance and site data already in BuilderXPro, so there is no duplicate entry. Customers are a distinct user type with their own permissions, and you decide per project exactly which modules each customer can see.

You control what they see. Customer visibility is a per-project setting across 16 modules. Turn on drawings and progress but keep purchase orders and vendor rates hidden — the portal never exposes a module you have not switched on for that project.

What your customers see

Live project timeline

Your customer sees their project’s tasks and progress as your team updates them — no status call required.

Tasks & milestones

Task lists, Gantt and milestones, so clients always know what is done, what is in progress, and what is next.

360° site photo feed

The project photo feed, visible to every customer with project access, giving a visual record of work as it happens.

Drawings & files

Project files shared securely in one place instead of scattered across email and WhatsApp.

Invoices & payments

Project invoices and customer payment history — transparent and always up to date.

Additional works

Variations and additional works surfaced to the customer, so extra scope has a shared record on both sides.

Issue reporting

Customers raise issues against a project or task directly, tracked to resolution like any internal site issue.

Digital approvals

Approvals your customer owes you — captured digitally against the document, with configurable approval flows per project.

Project comments

A comment thread on the project and on individual feed posts, so decisions are not lost in chat.

Turn project delivery into a competitive advantage

Win more work

A transparent, professional customer experience is a differentiator when clients choose who to build with.

Reduce update fatigue

When customers can self-serve progress, payments, and documents, your team spends less time answering the same questions.

Fewer disputes

A shared, timestamped record of progress, approvals, and payments reduces misunderstandings at every stage.

Not sure how much to expose to a client? Talk to us — we can walk through how other builders configure it.

Switch on only what that client should see

Visibility is set per project, per customer. These are the modules you can expose — everything else stays internal. The site photo feed, issues and project comments are always available to a customer who has access to the project.

Tasks (list, Gantt, milestones)Daily Progress ReportsFilesEstimatesInvoicesCustomer PaymentsAdditional WorksIndentsPurchase OrdersGRNMaterial ConsumptionInventorySite TransfersWork OrdersWork Order PaymentsWork Order Updates

A separate user type

Customers are their own user type with their own authentication and permissions — never staff logins with things hidden in the UI.

Scoped to their projects

A customer only ever reaches projects they are linked to, enforced on the server rather than by hiding menu items.

Self-service account

Customers manage their own profile, change their password, and can delete their account themselves.

Show your clients their project, not a spreadsheet

Book a demo and we’ll show you the customer portal alongside the rest of BuilderXPro.