Client Portal
Keep clients informed without the constant check-ins
Clients want visibility, answers, and progress updates — but that doesn’t mean more emails, texts, or phone calls for you. The Client Portal gives your customers a single place to see what’s happening, what needs their attention, and what’s coming next.
Share the right information, at the right time
You stay in control of what your clients see. Share schedules, approvals, files, and financials without oversharing or creating confusion. Everything stays documented, organized, and easy to access.
Get answers without the wait
Clients can review and approve estimates, change orders, RFIs, and submittals directly in the portal. No chasing signatures or digging through inboxes.
Progress stays visible
From schedules and daily logs to photos and action items, clients can see progress without interrupting your workflow.
Everything documented in one place
Conversations, files, approvals, and payments stay organized, creating a record you can rely on long after the job is done.
Check out these Client Portal features
These individual features are tailor-made to meet your specific needs and preferences.
Client Communication & Collaboration
Keep all client interactions organized in one place. Centralize messages, track responses, and highlight required actions to keep communication clear and projects moving.
Client chat
Message clients directly inside the portal to keep communication organized and searchable.
Notes and conversation storage
Store notes, preferences, and communication history so important details don’t get lost over time.
RFI and submittal responses
Clients can respond to RFIs and submittals directly from the portal, keeping documentation clean.
Client to-do items
Assign tasks to clients so approvals and required actions don’t hold up progress.
Action items dashboard
Clients see items that need their attention front and center, helping prevent delays.
Project Visibility
Give clients a clear view of project progress at every stage. Share schedules, daily updates, and visuals so they stay informed without needing constant check-ins.
Project schedule view
Share project schedules so clients always know what’s next.
Daily Logs shared with clients
Keep clients informed with customized daily logs that show progress made each day.
Photo gallery
Share progress photos so clients can see work happening without site visits.
Multi-project client login
Clients with multiple projects can access everything from a single login and switch between projects easily.
Payments, Approvals & Access Control
Handle billing, approvals, and document sharing in one place. Give clients the access they need while keeping financials, files, and permissions organized and secure.
Pay online (credit card or ACH)
Clients can pay invoices online using credit cards or ACH, helping you get paid faster without mailing checks.
Electronic approvals and change orders
Clients can approve and request change orders electronically with a clear approval trail.
Financial summary view
Clients see contract totals, amounts billed, and balances due in an easy-to-understand summary.
File sharing and uploads
Share plans, specs, and documents with a click. Clients can also upload files directly into the portal.
Customized access levels
Control what each client sees with full or read-only access and customizable layouts.
Frequently Asked Questions
Have a Question? Click the LiveChat icon. After hours? Email support@contractorforeman.com.
Contractor Foreman offers simple, transparent pricing with unlimited users, projects, and features. There are no hidden fees or per-user charges. See our pricing page for more details.
Some companies offer a 7-day refund policy… maybe 30 days. We are so confident in Contractor Foreman that we give you up to 100-days to request a refund if you are not satisfied and no longer wish to use it. See the Refund Policy for details and requirements.
Yes. You can add additional client contacts and control whether each has full access or read-only access, which is helpful when owners, designers, or accounting teams are involved.
You can control portal access on a project-by-project basis, allowing you to tailor the experience depending on the client or job type.
Action items remain visible on the client dashboard until addressed. This keeps approvals from getting buried in email threads and helps reduce follow-up delays.
Project Management Tools
These individual features are tailor-made to meet your specific needs and preferences.
Angi Leads (HomeAdvisor)
Automatically import leads from Angi into your Contractor Foreman CRM—no more manual copying means faster response times and fewer missed opportunities.
CRM
Client Portal
Give clients controlled access to project schedules, documents, approvals, invoices, and updates so communication stays organized without endless emails and phone calls.
CRM
Dashboard
Contractor Foreman lets you shape your dashboard around the information you need, so you can get oriented quickly and get to work.
CRM
Directory
Organize all contacts by type (customers, vendors, subs, employees) with certification tracking, insurance expiration alerts, and complete activity history—find anyone in seconds.
CRM
Document Management
Keep your documents organized, searchable, and tied to the job, so you always know where things live and who last touched them.
CRM
Ease of Use
Contractor Foreman is designed to be simple to learn, fast to navigate, and flexible enough to fit your team's existing workflow — in the office and in the field.
CRM
Integrations
Connect your favorite tools without the double-entry headache
CRM
Opportunities
Capture every detail of potential projects, including notes, photos, RFIs, and bid information—turning inquiries into actionable opportunities that don't fall through the cracks.
CRM
QuickBooks
Two-way sync with QuickBooks Online and QuickBooks Desktop eliminates double-entry while maintaining accurate job costing—invoices, bills, payments, and expenses flow automatically between systems.
CRM
Stripe
Connect to hundreds of apps including MailChimp, Zoho, Constant Contact, Dropbox, and Google Drive—automate lead capture, document backup, email campaigns, and more without coding.
CRM
Xero (Coming mid-2026)
Improve efficiency by syncing data automatically
CRM
Zapier
Connect to hundreds of apps including MailChimp, Zoho, Constant Contact, Dropbox, and Google Drive—automate lead capture, document backup, email campaigns, and more without coding.
CRM
Sign up for a free demo and see it in action!
Let us show you how Contractor Foreman can start saving you and your company a lot of time and money. Schedule a free demo for yourself or your crew.
Start a Free Trial
We have plans starting at $49/month
Have a question? See our Frequently Asked Questions or give us a call (828) 375-8042 or click Live Chat.
