Your projects
6Total projects
4Active
$612,400Total budget
17Open tasks
2Overdue tasks
3Needs your attention
Inspections: Framing review failed — Willow Creek
Your team
Contractor project dashboard for every role.
Owners, managers, clients, trades, and suppliers each see the projects and records your team shares with them.
Plug and playClient portal: Sign in and it works. Clients use their invitation to see the projects and records you share with them.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
How it works
See the jobs that need attention and send updates to the people working on them.
Share a job update. Post an update, send a message, or write an announcement.
See what needs attention. Your dashboard brings together accessible jobs, tasks, and updates.
Keep the team informed. Send the message or publish the announcement.
Give everyone a job view. Each person sees the job details you share with them.
Your team
Open the work for your role
Owner
- Sees
- See leads, job tasks, finances, crew dates and work that needs attention. Open reports and activity history for more detail. Manage your team and company settings from the same dashboard.
- Does
- Arrange dashboard cards and, on Pro, check Portfolio Risk Radar.
- Access
- Choose who can see company-wide work.
Your projects
6Total projects
4Active
$612,400Total budget
17Open tasks
2Overdue tasks
3Needs your attention
Inspections: Framing review failed — Willow Creek
Project manager
- Sees
- See your jobs, task dates, order-by dates, deliveries, inspections and open questions. Post daily logs and send client updates as work progresses.
- Does
- Manage the schedule, field work and client updates.
- Access
- Assigned jobs, with wider access when you grant it.
Today
- Order by Day 35LVL headers · Willow Creek
- DeliveryTile · Day 64
- InspectionRough-in · Thursday
- RFINiche depth · waiting on architect
Homeowner
- Sees
- Read and sign the proposal, choose products and follow the job dates. See shared photos, daily logs, invoices and messages. Find warranty files and send requests after the job ends.
- Does
- Makes choices, signs, sends requests and follows the job updates you share.
- Access
- The proposals, progress and invoices you share with them.
Your project
- ProposalSigned
- Selections2 to choose
- NextTile starts Day 66
- InvoiceRough-in complete · $7,862.75
Trade partner
- Sees
- Check your assigned work and dates. Clock time, post daily logs and upload repair photos. Open your invoices, bids and the documents your contractor shares.
- Does
- Post job updates, submit repairs and manage assigned tasks.
- Access
- Their assigned work and the job details you share.
Your work
- Electrical rough-inDay 40–44
- Time clockClock in
- Daily logPost today's update
- RepairSubmit photos for re-review
Supplier
- Sees
- Their purchase orders, delivery windows, product catalog and confirmations.
- Does
- Confirms orders and delivery details in their own view.
- Access
- Their orders, deliveries and catalog.
Orders
- PO-1042LVL headers · delivery window Day 52
- StatusConfirm delivery
- CatalogImport products by CSV
Your team
Keep past-client requests and homeowner files
Homeowner programs and partner tools
Request warranty work or a new estimate after handover. Keep private home notes, files, and repair paperwork together.
Your team
Choose what each person sees
Invite each person and choose their role and projects. Administrators can set the company logo and colors, and each user can arrange available dashboard cards.
- Project assignments: each person sees the jobs you assign, unless you give them wider access.
- Permissions: choose what each person can open and remove access when they leave.
- Publishing: team notes and drafts stay private until you publish or share them.
- Portal preview: check the client, trade or supplier view from People before sharing it.