G.J. Gardner

Patrick Haley

Empower clients with real-time project access, communication, and decision-making tools throughout their home building journey.

Learn how to invite up to three clients per job to the Customer Portal, manage invitations, and customise welcome emails for new users.

Learn to navigate the Customer Portal: access documents, sign electronically, view financials, and see construction photos of your new home.

Learn to share, manage, and remove docs on the Customer Portal. Control client access to contracts, plans, and other job files efficiently.

Learn to manage e-document signing on the Customer Portal. Send, track, and store electronically signed documents securely and efficiently.

Learn how financial records are displayed on the Customer Portal, including claims/draws, payments, and variations/change orders.

Learn to upload, manage, and share job photos to the Customer Portal. Keep clients informed with visual updates throughout their build.

Guide clients through Customer Portal password reset, verify their invitation status, and troubleshoot access to ensure smooth portal usage.

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