Client Portal
What your client sees and how they follow the project.
21 articles
- Complete guideWhat Client Access is and how to unlock it for a projectLearn what Client Access unlocks for your client in the Client Portal and how to pay the project's one-time fee on a mobile, on the web or on Windows.
- LearnWhat your client sees with and without Client AccessSee what your client can follow in the Portal at no cost, and what they can see and download once you unlock Client Access for the project.
- Step by stepHow to choose what your client can see and downloadTurn on or off, project by project, the project status on the cover, photo downloads, the statement, full financials, the detailed schedule, the crew in daily reports and client occurrences.
- Complete guideHow to let your client log occurrences through the portalOpen a channel for your client to report site issues from the Client Portal, and see who gets notified and how the occurrence reaches you.
- LearnWhich notifications your client gets automaticallyFind out which actions by you and your team notify the client in the Portal bell or by email: new daily reports, financial entries, occurrences and removal.
- LearnRemoving the client: notice and grace periodSee what happens when the manager removes the client from a project: immediate removal below 70% progress, or a 15-day grace period to download the photos.
- Complete guideFirst time in the Client Portal: choosing the project and finding your wayFrom the invitation to your first visit: create your access with the invited email, sign in to the Client Portal, pick the project and learn the tabs and menu.
- Step by stepHow to download or share photos from the FeedBrowse project photos in the Client Portal Feed, download a photo in high resolution or share it with anyone you like.
- Step by stepHow to follow the project's spending and export the statementUse the Financial tab in the Client Portal to see the project's summary or transactions, filter by date or stage, and export the statement as a PDF.
- LearnWhat Efficiency, Cost per m² and the project statuses meanUnderstand the physical and financial progress gauges, the Ahead, Safe and Balanced statuses, Cost per m² and admin costs in the Client Portal.
- Step by stepHow to read your project's daily reportsFollow what was done each day on your project from the Client Portal: weather, photos, activities, observations, crew on site and sign-off.
- Step by stepHow to follow the project schedule and deadlineSee in the Client Portal how much of the project has been built, the estimated delivery, the stages and whether the project is on schedule.
- Step by stepHow to download photos in the GallerySee every project photo in the Client Portal's Project Gallery, grouped by month, and download each photo in high resolution.
- Learn"Download All": when the ZIP is released and the 2-download limitLearn when the client can download every project photo as a ZIP, what needs to be unlocked, and how the limit of 2 downloads per project works.
- Complete guideHow to get the ZIP with all photos through the bellRequest the ZIP with every project photo in the Project Gallery, keep using the app, and download the file from the notification that arrives in the bell.
- Complete guideHow to buy extra gallery downloadsWhen the project's 2 ZIP downloads run out, buy the Extra Project Package on your mobile, on the web or on a computer, then request the ZIP again.
- Step by stepHow to log an occurrence in the PortalTell the project team about a problem from the Client Portal: describe it, pick a category and priority, add photos and follow it until it's resolved.
- Step by stepHow to update your details, phone, password and photo in the PortalChange your photo, name, phone number, theme, notifications and password in the Client Portal.
- LearnWhy the app asks for my phone number before I can leave SettingsFind out why the Portal's Settings screen won't let you leave without a valid phone number, and how to get out.
- Step by stepHow to delete my client accountDelete your account from the Client Portal: what gets erased, what stays with the manager and how to confirm the deletion.
- Step by stepHow to contact support from the Client PortalSend a question, suggestion or app problem to the ObraFácil team through the Client Portal's Help Centre.
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