A customer portal
One place for customers to see where things stand — so they stop calling to ask.
Instead ofCustomers calling to ask where things stand.
NowOne link where customers see status, documents, and what happens next.
Try it · Cedar & Stone Remodeling (fictional)
Try this with fictional data. Bookings, payments, and messages in this example are simulated; nothing is sent or charged.
What your customer sees
Cedar & Stone · your project
Shah kitchen remodel
- Design approved
- Demo & rough-in
- Cabinets & countersStarts Oct 14 · waiting on your countertop choice
- Final walkthrough
Questions? Message Mike right here.
What you see
Shah kitchen · what the customer can see
Stage 3 of 4 · 1 decision waiting on the customer
Open the Decisions tab on the phone and choose a countertop.
- Status updates as the job moves — nobody has to send them
- Decision recorded with the customer’s name and time
- Change order generated and added to their documents
- Schedule and customer timeline moved together
Ultramar’s own clients get a portal like this for their engagement.
Start with your existing tools
Email threads, shared folders, status calls
Useful for: Nothing to set up.
Check what your current setup can already do:
- Can customers see current status without calling?
- Can they find the documents they need in one place?
- Can the existing tools send useful updates when work changes?
Where custom work can help
- One link: status, documents, decisions, next step.
- Updates as the work moves — no one has to remember.
- Customers approve and ask questions in the same place.
If the off-the-shelf app already does what you need, we’ll tell you — and help you set it up well.
Tell Kevin what you’d want it to do.
A few lines is plenty. He’ll reply with whether it’s worth building for you — or whether an app you can buy today does the job.