Give your clients a window into the job. Not your whole platform.
Generate a shareable project portal for any client, investor, or owner. They see the schedule, photos, documents, and change orders you've chosen to share — in their browser, no login required. You control every toggle.
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You spent Tuesday morning on three "how's the job going?" calls.
Every contractor knows the client who calls twice a week for updates. The investor who wants photos. The homeowner who wants to know when the flooring starts. Each call takes twenty minutes and pulls you off the job site.
TradeTrack's client portal gives them a live view of the project. They stop calling because they can see for themselves.
A complete project view. Curated by you.
The portal has five sections. You toggle each one on or off per portal. Clients only see what you've enabled — and nothing from the rest of your TradeTrack platform.
Project Summary
The landing view of the portal. Project name, status at a glance, and key counts. Gives the client context before they dig into the details.
Schedule
The posted project schedule — read-only. Clients and investors see the current timeline without the ability to edit, comment, or interfere. Toggle it off if you don't want schedule visibility for a particular client.
Photos
Photo albums you've opened to the portal. Grid view with a full lightbox. Clients can browse job site progress photos without you having to send them manually every week.
Documents
Files you've shared via the portal. Clients can view and download documents directly. Specs, submittals, approved plans — whatever is relevant to their visibility.
Change Orders
Pending and approved change orders. Clients can review scope changes, see the pricing impact, and approve or reject directly from the portal — no login, no back-and-forth.
Your portal. Your toggles.
Every portal is configured independently. The portal you give a homeowner looks different from the one you give a developer. You decide what each client sees.
Schedule visibility
On or off. Client sees the posted timeline or doesn't.
Photo visibility
On or off. Choose which albums they can browse.
Document visibility
On or off. Files you've specifically shared.
Change order visibility
On or off. Pending and approved COs or hidden.
Financial visibility
On or off. Cost summary and change order pricing for investors.
Client name
Personalize the portal with the client's name and a welcome message.
Expiry date
Set a portal expiration date. Access ends automatically.
Regenerate token
Invalidate the old link and generate a new one at any time.
Deactivate
Turn off portal access instantly without deleting the configuration.
Change orders approved without a single phone call.
When scope changes on the job, send the change order through TradeTrack. The client reviews the scope, sees the pricing, and approves or rejects — directly in their portal. The decision is logged, timestamped, and tied to the project.
Create
Build the change order in the Document Builder. Describe the scope change, add line items, set the adjusted price.
Client Reviews
The client sees the change order in their portal with full scope detail and pricing impact. No app, no login, no printing.
Approve or Reject
One click to approve or reject. The decision is logged with a timestamp. Approved change orders update the project cost summary automatically.
Estimates approved the same way.
Send an estimate to a client before the job starts. They review the scope and pricing in their browser and approve or decline — no account required. Approved estimates become the project budget baseline.
- Branded estimate view with your company header and personal message to the client
- Full section and line item breakdown — client-visible items shown, internal ones hidden
- One-click approve or decline
- Approval logged and timestamped
- Approved estimate flows into project budget baseline
Your client doesn't need an account.
Send a link. They click it. They see the project. That's it.
| The old way | With TradeTrack |
|---|---|
| Client creates an account on your project management tool | Client clicks a link — no account, no app, no password |
| You export a PDF schedule and email it every week | Client sees the live posted schedule, always current |
| You text photos one at a time | Client browses the full photo album in the portal |
| Change order sent as a PDF, signed and scanned back | Client approves or rejects with one click in the portal |
Portal links can be set to expire automatically. When the job is done, access ends — no cleanup required.
Look like a larger operation than you are.
A client portal used to be something only large general contractors with dedicated project managers could offer. The kind of firm that has a client login on their website and a weekly project report that goes out automatically.
TradeTrack gives every contractor that same capability — a professional, branded project view that makes you look like you have a full project management office behind you. Because now you do.
Stop answering status calls. Start sending portal links.
Every "how's the job going?" call you take is twenty minutes you're not on the job site. The client portal doesn't just save you time — it changes the professional relationship. Clients who can see the schedule, the photos, and the change orders stop calling for updates and start trusting the process. That's what a well-run job looks like.
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