Before
“Where’s my report?”
The client calls, the office digs through email, and someone promises Friday.
NowThe client sees every deliverable’s stage, live, and downloads it when it’s ready. Opening it is logged.
Client portal
Your clients sign in and see their work.
Under your name, in your colours. Work orders and who each one is waiting on, LEMs to sign, extra scope to approve, findings from open to verified, and reports and close-out packages ready to download. The record that wins you the next contract.
From $6,000 setup + $1,250/mo1–25 people who sign in · CAD, plus GST · fixes and updates includedAll prices
In the Field to Paid demo, choose “Client page”.
What it fixes
Fewer calls. Faster sign-offs.
Before
Extra scope by phone tag
The crew finds more work on site, and waits for someone to call back with a yes.
NowExtra scope goes to the client with photos, and they approve it in the portal. The approval is on the record.
Before
Findings that go nowhere
Defects found on inspection sit in a report nobody re-reads until something fails.
NowEvery finding is tracked from open to verified, with the photos and readings, and the client can see it.
What’s in it
Built on the jobs you already track.
The portal is fed by the crew app, Work Management and Field to Paid, so nobody updates it by hand. It shows what the client needs and nothing internal.
- Under your nameClients sign in to your company’s portal, in your colours.
- Work ordersAcross every trade and site, with who each one is waiting on.
- LEMs to signIn the portal or from a link, with a query answered on the LEM, not in an email chain.
- Extra scopeFound on site, sent with photos, approved by the client on the record.
- FindingsOpen, scheduled, repaired, verified, with the evidence attached.
- Close-out packagesReports, test results and as-builts ready to download, with downloads logged.
Try a piece of it now
The client’s status page, live in the demo.
The Field to Paid demo includes the page a client sees: each deliverable’s stage on a secure link, updated as the office signs things off. The full portal is shown on a call, set up with sample work like yours.
Questions
About the portal.
Priced by company size, not per seat. Fixes and updates included in every monthly.
Whose name is on the portal?
Yours. Your clients sign in to your company’s portal, in your colours.
What can a client do in it?
See their work orders and who each one is waiting on, sign LEMs, approve extra scope, follow findings from open to verified, and download reports and close-out packages.
Do we know when a client has opened a report?
Yes. Downloads are logged, so the office knows the report arrived.
Where is the data kept?
The database and file storage are in Canada. You own your data and can export it any time, and it is backed up daily. Details are on the security page.
The rest of the suite
One system. Each part feeds the next.
Next step
Bring one form. We’ll show you the rest.
Send a FLRA, a LEM, a rate sheet or the invoice that’s been sitting. In 30 minutes we’ll show you what we’d set up around it, and what it costs. Then it runs 30 days on your real work before the first monthly fee.
Fort McMurray, Alberta · serving contractors across Canada