Give Customers a Clear Project Portal Without Giving Away the Builder Workspace
Keep selections, approvals, change activity, documents, and customer-facing project information in one controlled place — while builder-only financial and administrative work stays on the builder side.
10-day free trial · no credit card required · Founding Builder $99/month · month-to-month · standard $149/month.
Stop making the customer piece together the job from texts, email threads, and old attachments.
A residential builder does not need to expose the whole internal workspace just to give a customer a better experience. VantageSpan keeps the customer-facing side focused on the decisions, approvals, and project information that actually belong in front of the customer.
One project home
Give the customer one place to see the project information the builder has chosen to share instead of making them hunt through old messages.
Selections and approvals
Let customers review assigned choices, approve selections, and see which decisions are still open or already ordered.
Change authorizations
Keep customer-facing project changes and approvals attached to the job so the current decision is easier to understand later.
Project documents
Share the documents the customer actually needs without exposing the builder’s private project records or internal workspace.
Customer and representative access
Support Primary Customers, Co-Customers, and approved project representatives with access controlled by project membership and permissions.
Builder-controlled visibility
The builder decides what customer-facing information is available. Internal financial and administrative information stays private unless the workflow intentionally exposes it.
Give the customer enough visibility to stay involved — without turning over the keys to the whole job.
The customer portal is built around project membership and customer-facing workflows, while the Builder Workspace remains the builder’s operating side of VantageSpan.
Invite the people who belong on the project
Assign the customer and approved project members to the job instead of giving broad account access.
Choose what the customer can act on
Selections, change authorizations, documents, and applicable project information can be surfaced through the customer-facing workflow.
Keep approvals connected to the project
Customer decisions stay with the project record so the builder does not have to reconstruct an approval from a text, email, or phone call.
Keep builder-only information on the builder side
The portal is a controlled companion to the Builder Workspace, not a second copy of the builder’s entire internal system.
One place for the customer to see what needs their attention.
Project information, selections, change authorizations, documents, and notifications can live together in the customer-facing experience. The customer does not have to understand the builder’s internal cost system to know what they need to review or approve.
That keeps customer communication useful without turning VantageSpan into an open window into every builder-only decision.
The portal supports the builder workflow. It does not become the builder workflow.
VantageSpan is still built around the residential builder’s project controls. The customer portal is there to make the customer side cleaner, more organized, and easier to document without exposing internal information that does not belong there.
See VantageSpan construction job costing →- Project-specific customer access instead of a shared company-wide portal
- Selections and customer approvals tied to the project
- Change authorizations and customer approval workflow
- Customer-visible documents controlled by the builder
- Primary Customer, Co-Customer, and Representative access supported
- Builder-only financial and administrative information stays controlled
- Customer portal works alongside the Builder Workspace rather than replacing it
Questions builders ask about customer portals
What is a construction client portal?
A construction client portal gives a builder and customer a shared project-facing place for items such as selections, approvals, change activity, documents, and other information the builder has chosen to make customer-visible.
What can customers see in the VantageSpan portal?
Customers can see the project information and workflows the builder has made available to them, including selections, customer-facing change authorizations, documents, notifications, and applicable project information. Builder-only information remains controlled.
Can a customer see another customer’s project?
No. Customer access is tied to project membership and permissions. A customer should only be able to access the project or projects they have been assigned to.
Does the customer portal replace the Builder Workspace?
No. The Builder Workspace remains the main construction management and financial-control system. The Customer Portal is a controlled companion experience for customer communication, selections, approvals, documents, and applicable project information.
Give customers one clear place to stay involved in the project.
Keep selections, approvals, changes, documents, and customer-facing project information connected to the same residential job.
10-day free trial · no credit card required · Founding Builder $99/month · month-to-month · standard $149/month.