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Features/Client & crew portals

Clients and crews
in the loop

A construction client portal where your client sees the project’s stage, what’s coming up, updates, payments, signed documents and photos, picks their selections and chats with your team. Your crew sees the scope, their dates, materials and specs for their jobs, in English or Spanish.

In every ECHOPS plan unless noted · 14-day free trial

An installer laying a new floor
The ECHOPS client portal: the project's stages, its team and the latest update
The client's portal: stages and updates

See it in action

Watch what your client and your crew see

Inviting clients and crews, how they sign in, what each one sees, portal chat, and paying from the portal.

3:05 · Filmed in ECHOPS with sample dataTranscript and chapters →

What you get

Client portals for contractors,
with no password to remember

01

Sign-in without passwords

Clients and crews get a link and a six-digit code by email. No account to create.

02

The client's project

Your project stages in plain words, what's coming up on the schedule, the team with their photos, updates, appointments, selections to pick from and a button to join a video call.

03

Payments and documents

Invoices and what's been paid, plus every signed quote, change order, contract and warranty.

04

Chat with the team

Clients write to the project's team, photos included. Replies are emailed if they're away.

05

The crew's jobs

Scope, their dates on the job, change orders, payments on their sheet, materials without prices, the final spec and job photos.

06

In their language

The crew portal shows English or Spanish, set on the sub.

A contractor holding a hard hat on a job site

In practice

Fewer calls
asking for updates

  • Clients see where the job stands without calling
  • Updates with photos at every stage
  • A chat link with no sign-in when that's easier
  • Remove someone and their access ends at once

Works with

A construction customer portal,
connected to the job

Questions

Construction client portals, answered

What is a client portal?

A private page where a client follows their own project. In ECHOPS, the client signs in with an emailed link or 6-digit code, no password, and sees your project stages, updates with photos, appointments, selections to pick from, payments, signed documents and a chat with your team. The client portal is in English; the crew portal is English or Spanish.

Why do contractors need a client portal?

So clients can see where the job stands without calling to ask. Updates, photos, payments and signed documents sit in one place, and messages go straight to the project’s team, with replies emailed if the client is away. Send clients our guide for homeowners before you invite them.

How do I set up a client portal?

There’s nothing to build. Add the client’s email to the project and ECHOPS sends a sign-in link and code from your company name. Up to 10 people can follow one project, so a partner or family member can join, and removing someone ends their access at once.

Is there a subcontractor portal?

Yes. The crew portal shows each sub every job on their labor sheets: the scope, change orders and payments on that sheet, materials without prices or supplier terms, the final spec sheet, photos and the deal’s chat, in English or Spanish. Subs sign in with an emailed link or code, with no account to create.

For the office side (one weekly schedule by sub, labor sheets and payments by stage), see subcontractor management software.

Can clients pay through the portal?

Yes. Each invoice that’s due has Pay now, and the client pays by card, Apple Pay, Google Pay or ACH through your own Stripe account (Stripe’s fees plus ECHOPS’s 0.25%, $5 at most on ACH). The portal also shows the total, what’s paid and what’s left, with each payment marked paid, due or upcoming.

How much do the client and crew portals cost?

Both portals are in every ECHOPS plan: Solo $149/mo with 3 users, Crew $299/mo with 8 and Company $599/mo with 20. With our special price, your first two months are $49, $59 or $69 a month, then the regular price. Try it free for 14 days with no credit card.

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.