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Client portal/For homeowners

For homeowners

Your project, in one place

Your contractor uses ECHOPS to run your job. Here’s what you’ll see in your project portal and how to sign in. No password, no app to download.

Signing in

No password. Just your email.

  1. Your contractor invites youThey add the email address they have for you to your project. Up to 10 people can be invited to one project, so a partner or family member can follow along too.
  2. You get one emailIt comes from your contractor’s company name and holds a sign-in link and a 6-digit code.
  3. Open the link, or type the codeThe link works for 15 minutes and the code for 10. If either runs out, ask for a new email from the sign-in page.
  4. You’re inYou stay signed in on that device for up to 30 days. If your contractor removes you from the project, access ends right away.

What you’ll see

Everything about your job, on any phone or computer

Where your project is

Your job’s current step, in plain words, and the expected finish date when your contractor sets one.

Updates with photos

Your team posts updates as the work moves along, and photos of your job show up as they’re added.

Your team

Who’s working on your project, such as your project manager and designer, with their photos.

Appointments and video calls

Upcoming visits, and a Join button for video calls with your team. It shows 10 minutes before the call starts.

Payments

Your payment schedule: the total, what’s paid and what’s left, and whether each payment is paid, due or upcoming.

Signed documents

What you sign, such as your contract, change orders and your warranty, shows up here by itself.

Messages

Write to your team any time. When they answer, you get an email so you don’t have to keep checking.

A quick survey

Your contractor may ask “How are we doing?” with a few short questions. Answering is up to you.

An example: five steps

How your project moves along

Your contractor sets the steps for your project, so yours may differ. Many kitchen and bath jobs use these five.

Step
What’s happening
1. Demolition
The old room comes out, your home is protected, and the space is cleared for the new work.
2. Preparation
Plumbing, electrical, walls and floors: everything that has to be right before the finishes go in.
3. Installation
Cabinets, countertops, tile and the other pieces you picked are installed.
4. Hardware & touch-ups
Handles, fixtures and appliances go in, and the small finishing touches are done.
5. Completion
The final walkthrough with you, the punch list finished, and your new room handed over.

Before work starts, your portal says “Getting ready to start.” Your contractor moves the steps along as the job goes.

Questions

Homeowners ask, we answer

Is my information safe?

Your contractor’s workspace is kept separate from every other company’s, there’s no password to steal, and your sign-in link and code expire within minutes. Read more on our security page.

Do I need to download an app?

No. The portal opens in the browser on your phone, tablet or computer.

Can I pay my invoice in the portal?

Yes, when your contractor takes online payments: an invoice you can pay shows Pay now, and you pay by card, Apple Pay, Google Pay or bank transfer (ACH). The portal also shows your payment schedule and the payments your contractor has recorded. Ask on Messages if anything looks off.

Who reads my messages?

Your contractor’s team for your project. Answers come from them, and you get an email when they reply.

I didn’t get the sign-in email. What now?

Check your spam folder, then ask for a new one from the sign-in page. It only goes to the email address your contractor has for you, so if that address changed, let them know.

What is ECHOPS?

ECHOPS is the software your contractor uses to run their business. Questions about your project, price or schedule go to your contractor.

Contractors: send this page to clients before you invite them to their portal, so they know what to expect. See how the client and crew portals work on your side.

Can’t find your invite?
Ask your contractor

The portal link comes by email from your contractor’s company name. Search your inbox for it, or ask your contractor to send a new one.

ECHOPS makes the software your contractor uses. For anything about your project, ask your contractor.