Buildxact

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

How do I use the Buildxact client portal?

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

How do I set up the look of the client portal?

Share documents and images to the client portal timeline

What is the Client Portal Timeline?

Learn how to share documents, images, quotes and more to the client portal in Buildxact

How do I share items to the client portal?

Learn how to communicate with your customer through the Client Portal.

How do I message my client using the client portal?

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

Can my client change the client portal notification frequency setting?

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

How do I add or change a cover image for my projects in the Client Portal?

Learn how to link your clients to their client portals via your website.

Can my client log in to their Buildxact client portal through my website?

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

You've been invited to a project using Buildxact's client portal

Matt Govett

Dan C

Client Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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