What Clients See

The client portal is a simplified, read-only view designed for homeowners and clients. It strips away the complexity of the full project management interface and presents only the information your client needs to feel informed and confident about their project.

Portal Layout

When a client opens the portal, they see a clean, focused view with several key components:

• Circular progress indicator— A large donut chart front and center showing the overall project completion percentage. This gives an immediate, at-a-glance sense of where the project stands.
• Days remaining badge— Displayed alongside the progress indicator. The badge color reflects the project's timeline health: green if the project is on track, amber if the deadline is approaching, and red if the project is overdue.
• "Your Items" section— If any tasks are assigned directly to the client, they appear here. This is useful for items that need homeowner input, such as selecting paint colors, confirming fixture choices, or approving a material sample.
• Milestone timeline— Key project milestones displayed in chronological order. Clients can see major events like "Foundation Complete," "Framing Inspection," or "Final Walkthrough" and their target dates.
• Section progress bars— Horizontal bars showing completion for each project phase: Planning, Execution, and Closeout. This helps clients understand which stage the project is in and how much work remains in each phase.

What Clients Can See

The portal deliberately shows only the information that matters to a homeowner:

• Project name and overall completion percentage
• Task names and their current statuses
• Completion photos attached to finished tasks
• Milestone dates and whether they have been reached
• Days remaining until the project deadline

What Clients Cannot See

To keep the view simple and protect sensitive project data, several categories of information are hidden from the client portal:

• Budget figures— Estimated costs, actual costs, and variance data are never shown to clients.
• Contractor names and assignments— The client does not see which subcontractor is assigned to each task.
• Internal notes— Task notes and comments between team members remain private.
• Other team members' details— The client cannot see the list of project members, roles, or contact information.
• Dependency links— The task dependency chain and cascade logic are not exposed.
• Daily log entries— Weather logs, crew counts, and daily work records stay internal.