Buildxact

This article explains how to preview the client portal before inviting your client to start collaborating.

Preview the Client Portal under Leads

Everything you need to help get the most from your Leads and Customer Portal 

Keep track of your leads and deliver exceptional customer service via the Client Portal

Use the Client Portal to communicate and collaborate with your client throughout the job

Capture and manage your leads in Buildxact

I created an estimate and now I want to create a lead and link them together.

Share documents and images to the client portal timeline

This article talks about setting brand colors, logos and a portfolio for your client portal.

Collaborate with your customers/clients by creating a Client Portal

Sharing documents, images, quotes and more

How to communicate with your customer through the Client Portal

When you send items to your client through the portal, they receive notifications, they can adjust the frequency they receive these

You can add an image, or change the image against each project in the client portal to personalize it for your clients

Info on how to have your clients access their client portals via your website

How to use the client project portal you've been invited to by your builder or trade person