Owner / client portal
External owners view pay apps, RFIs, submittals, change orders, schedule, and docs through a secure link — no new account required.
Owner & sub portals
Give owners and subs a window — without another login to manage.
Owners review pay apps and change orders. Subs submit bids and upload COIs. Closeout binders deliver when the job is done. A basic owner portal and subcontractor portal ship with new GC accounts — richer owner dashboards, board distribution, and e-sign go-live are available when you ask.
Owner pay-app review
Sub portal and ITB response
Closeout binder delivery
Role-scoped visibility
Your reality today
Portals mean passwords nobody remembers.
Owners get PDF pay apps by email. Subs retype bid numbers from attachments. Closeout binders ship on a thumb drive. Every external party is a separate workflow your PM chases.
Pay apps go out as attachments.
Owner approves in email — or doesn't. You don't know if they opened it until they call with a question.
Subs create accounts they use once.
ITB response requires a login, a password reset, and a PDF upload that someone re-keys into the leveling sheet.
Closeout is a handoff, not a system.
Warranties, O&M, and punch close-out assembled at the end — then emailed as a folder tree.
Everyone sees too much — or too little.
Sharing a folder means the architect sees pay apps they shouldn't. Not sharing means the owner calls for every update.
What's in the Launch Pack
External parties on secure links — scoped to what they need.
Owner portal, subcontractor portal, closeout binder delivery, search, prequal, and materials tracking ship with new GC accounts. Richer owner dashboards with portfolio rollups, board distribution, and e-sign go-live are available when your clients or board need more.
Available now in the Launch Pack · Available on request when you're ready for more
Subcontractor portal
Your subs work in their own login; you still see the subcontract, pay apps, and paperwork on the same job.
Closeout binder
Warranties, equipment, punch, and O&M assembled as the job progresses — delivered to the owner portal when the package is ready.
Search across the job
Find RFIs, pay apps, drawings, and files from one search box — instead of "who has that PDF?"
Company prequalification
Vendor readiness and renewal reminders in one place — so bid day and buyout aren't a scramble for expired certs.
Materials and long-lead
See what's on order, what's late, and what could slip the schedule — before the field finds out the hard way.
Role-scoped visibility
Owner sees pay apps; architect sees RFIs; sub sees only their scope. Same project record, different views.
Richer owner portal
Portfolio rollups, draw progress, and deeper pay-app review — beyond the project-level view that ships on day one.
Board distribution
Secure link board portal with engagement tracking and a Q&A thread — no more email attachments.
Blue Notary and e-sign
Remote online notarization for waivers and digital signatures on subcontracts and owner approvals — configured with your legal workflow.
1
Search box across RFIs, pay apps, and drawings
Binder
Closeout assembled as the job progresses
Sub
Portal for billing, COIs, and ITB response
SOC 2-aligned
Aligned security practices; change history on key records
Related modules
Portals sit on top of the job record.
What external parties see comes from the same project your team runs. See how portals fit the platform, or start at all features.
Project Management →
Drawings, RFIs, submittals, and change orders — the content owners and subs review in the portal.
Construction Accounting →
Pay apps, lien waivers, and retention — what the owner approves and what subs bill against.
Compliance Backbone →
Lien waiver tracking by state rules and COI renewal workflows tied to the sub portal.
Owner Command Center →
Portfolio rollups, cash forecast, and board packets — available when your exec team asks for more.
Sub Compliance →
COI and W-9 self-serve upload through the sub portal when renewals come due.
Field Operations →
Daily logs and photos that feed the owner view — without a separate status call.
See the portal your owner would actually open.
30-minute walkthrough using pay apps, sub ITB response, and closeout binder delivery on a job your team already runs. We'll show you what's in the Launch Pack today and what's available when you're ready for more.