Customer Portal Integration

Provide your client with constantly up to date information with no extra work! Reduce the mundane progress chasing phone calls from the client, and provide the client with constant updates on their job whenever the client wants it. As a house builder we need to provide up to the minute information to the client when they want, it is now the expectation.




Features of the software (which is a collaboration with Constructive Software) include:

  • Your customers can log in and easily see live time updates about their home’s progress, including progress on the construction site, photos, required documents, useful contacts and more.
  • Everything is in one location that changes as your internal systems update or your field supervisors provide data. As your business goes about its daily process, your customer will be able to see updates automatically.
  • The portal has been designed with mobile phones in mind. We've found that more than half of portal views are from phones.
  • Embed your YouTube videos or graphics into the system to educate your client on the key stages of the process.
  • Your customers can also see and download documents, such as contracts plans, amendments, handover packs. The customer portal will notify the customers of the new documents for them to view. Everyone automatically has the latest version to look at, while also eliminating the need for physical folders and copies.
  • It explains the construction process via the progress sheet (which can be customised to your unique work flow) using simple terms and adding as much explanation as possible. The progress sheet educates your customer of the processes that need to be completed, including highlighting their responsibilities.
  • The portal also allows you to create customer surveys at key points of the build, giving you valuable feedback on the way you work. Our data has shown response rates go from 17% up to 41% without any incentives.
  • Photos uploaded to the portal can be easily shared on social media.

More information on the Customer Interaction Portal