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Platform · Client Dashboard

Everything You Need. One Screen.

Your dashboard is ready before your first project even finishes — log in, see every project's stage, submit a new one, and manage your account, all without a single onboarding call required.

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Your Account, Ready On Day One

No Setup Call. Just a Login.

The moment your first project is accepted, a portal account is created for you automatically — credentials sent once, ready to use. No onboarding meeting required to get started.

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Stage-by-Stage Tracker

Every project shows exactly where it sits: Under Review, AI Estimate, Engineer Review, Completed, Delivered — with a plain-language status for each, not internal jargon.

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Project File Browser

Every approved file for every project, organized and downloadable any time — for your records, your team, or your client.

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Self-Service Profile

Update your contact info or notes any time. Changes flag automatically for our team to review — you're never stuck waiting on us to update a record.

Recurring Clients

Bid Every Month? We Remember You.

Recurring plan clients get a monthly project allowance tracked automatically on the dashboard — always visible, never a surprise invoice. And every project you submit inherits your saved Standard Operating Procedures automatically, so specialty requirements don't have to be re-explained every time.

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Saved SOPs, applied every time

Prefer a specific waste-factor convention? A particular Excel format? Set it once — every future project follows it without you asking again.

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Live monthly usage meter

See exactly how many projects you've used this month and how many remain, right on your dashboard.

Monthly Usage — Recurring Plan
6 of 10 projects used this month4 remaining
💡 Need more than your plan allows this month? Overage projects are quoted instantly from the same dashboard — no renegotiating your plan.
Requests & Support

Revisions and Calls, Tracked to Resolution.

Every revision request or call request you raise is tracked through a real lifecycle — not lost in an inbox.

StatusWhat It Means
PendingJust submitted — the team has been notified.
AcknowledgedSomeone is actively working your request.
ResolvedComplete — visible in your history, not deleted.

See Your Dashboard Before You Commit.

Book a demo — we'll show you a real dashboard, live.

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