Business hubs & client portals
A tool shaped around your business that brings your jobs, documents and conversations together — with access by role.
Projects from $2,900
Scope and timeline confirmed in your written quote.
Additional portals and integrations depend on the scope you choose.
Demo
Switch views to see how the same job appears to each person.
Team — Your team sees the whole job: every task, document and update, plus internal notes.
Client — Your client follows progress and the documents meant for them — and can approve them.
Partner — A partner sees only the task assigned to them and the files they need for it.
One record per job
Documents, messages and tasks come together in one organised job, with the right access for each person.
Latest document
Network plan.pdf1.2 MB · Mar 10
Network plan.pdf1.2 MB · Mar 10
Quote Q-1042.pdf240 KB · Mar 2
Site photos.zip4.8 MB · Mar 9
Equipment costs.xlsx320 KB · Mar 3
The tools you already use can often stay and be connected to the hub, depending on what they allow and on your quote.
Illustration with sample data.
Modules
Possibilities we define together. Not everything is in the starting price.
One record per job, from first call to completion, attached to the customer with its history.
In the starter hub
Files filed on the job they belong to. A full library adds folders, versions and search.
Optional module, priced in the estimator
Who does what and when. Move a job and everyone sees the change, with reminders.
Optional module, priced in the estimator
Your clients sign in to follow their jobs, read their documents and approve them.
Optional module, priced in the estimator
Subcontractors and suppliers see only the work assigned to them and the files they need.
Defined and priced in your quote
Price and scope
Core hub
Starter hub: one workflow, your customers, files on each record
From $2,900 One-time build
Written scope and fixed price before development, paid in stages.
Request a scoped quotePick only what you need now. Modules can be added later.
A partner portal is not a module of the estimator: it is defined and priced in your quote.
$890 setup + $25/mo per connection
QuickBooks, Google Calendar, your CRM… each one wired, tested and watched every month.
Weeks, not days. The estimator gives a typical duration for what you pick; your dates are written into the scope after the workshop and delivered in two-week slices.
The demo shows different possibilities. What is included is defined in your quote.
Price your hub in the estimator Prices in USD, before applicable taxes.
How it works
Timing depends on your scope. Dates are agreed in writing.
A discovery workshop with whoever really runs the day. You keep the written process map.
Mockups of each screen, a round of changes, then a written scope with price and dates.
Working slices every two weeks on a test link. Your data imported: a test import first, then the final one.
Recorded training and a short guide. We stay close through the first weeks.
Questions
Often, yes — accounting software, calendars, a CRM — depending on what each tool allows. Each connection is wired, tested and watched every month, for $890 setup + $25/mo per connection. If a tool you pay for works well, we connect to it instead of rebuilding it.
Each person signs in and sees only what their role allows: the office the whole job, a technician their own work, a client their own records, a partner their assigned tasks. Roles are agreed in the workshop, and permissions are checked on the server, not just hidden on screen.
Yes. Your spreadsheets for what the hub tracks are imported: a test import you check against the originals, then the final one at go-live. Your files stay as a backup. Cleaning messy data by hand is not included. The data stays yours: you can export it, and take it with you if you leave.
Yes. Pick only what you need now. A module added later is priced like those in the estimator, and small changes can come out of the monthly allowance of hub support.
After the discovery workshop you receive a written scope: what the hub will and will not do, the price and the dates. Nothing starts before you sign it, and the build is paid in stages. The estimator gives you a first idea beforehand.
Tell us how a job moves through your business today. We will tell you what a hub would cover and cost — in writing.
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