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A homeowner looking across a finished kitchen island.

Feature directory · 7 tools

Homeowner construction portal

Give homeowners one place for their home details and requests. Help them prepare designs and measurements with your company.

Vanity and countertop

Published to client

Budget in the proposal: $2,200.00

Option ASupplier A · SKU VT-3018$1,980.00Within budget
Option BSupplier B · SKU WD-2400$2,200.00At budget
Option CSupplier C · SKU NT-3600$2,640.00$440.00 over budget

The client's choice and the time it was made are recorded with the selection.

Willow Creek - Primary bath

How it works

Keep home notes and files in one place, then share them when you request work.

  1. Save home information. Save home notes, upload private files and collect design ideas in your homeowner dashboard.

  2. Keep private items private. Your notes and files stay private until you share them.

  3. Submit the request. Send a quote, visit, warranty, or design request.

  4. Confirm the next step. Office staff review submitted requests and confirm appointment details.

Feature group

Keep home details ready for the next request

Give homeowners one place for their home details and requests. Help them prepare designs and measurements with your company.

Plug and play: sign in and it works. Your plan, permissions and project assignment apply.

7 tools match.

Keep home files and request work

Homeowner journal

Homeowners can save private home notes and share them when they choose.

Plug and playSign in and it works. Select a saved home and add a private maintenance note.

Learn how

Works with Property

Saved homes

Homeowners can add another address and keep each home’s notes and files separate.

Learn how

Works with Property

Private files

Homeowners can upload private files and share them with a request when needed.

Plug and playSign in and it works. A homeowner uploads a private file; it stays private until they choose to share it.

Learn how

Works with Requests

Requests

Homeowners can send a quote, site-visit, or warranty request. Your team reviews it and confirms appointment details.

Learn how

Works with Leads

Plan designs and take measurements

Design submissions

Homeowners can send a design or concept to your admin inbox. Your team decides how to respond.

Learn how

Works with Admin inbox

Calculators

Homeowners can check conversions, coverage, waste, paint, and budget figures while they plan.

Plug and playSign in and it works. Enter values in the conversion, coverage, paint, or budget calculator to work out your planning numbers.

Learn how

Works with Homeowner dashboard

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Related pages

Construction selections toolsConstruction dashboardsContractor project management software