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PORTALS + SUBS
9 GUIDES
Homeowner portals, subcontractor access, and the approvals queue.
§ PORTALS + SUBS · ★ POPULAR
Set up a customer portal
Generate, share, monitor, and rotate the password-less homeowner portal link for any customer.
3 min
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§ PORTALS + SUBS · ★ POPULAR
What your customer sees in the portal
A tab-by-tab tour of the homeowner portal — what they can see, sign, pay, approve and upload, and what the portal tells them next.
6 min
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§ PORTALS + SUBS
Control what appears in the portal
Per-photo and per-document share toggles, plus tabs you can hide for everyone or for one customer.
4 min
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§ PORTALS + SUBS
Portal settings and homeowner notifications
The company-wide portal settings — welcome line, support contact, your FAQ, review link, hidden tabs — and how homeowners are emailed or texted when something new lands.
4 min
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§ PORTALS + SUBS
Invite a subcontractor
Send a portal invite or share your join code, walk your sub through signup, and approve access requests so their login is linked.
4 min
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§ PORTALS + SUBS
The SUBS hub
Your control center for subcontractors: roster, messages, performance, marketplace, documents, compliance, receipts, and invoices.
4 min
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§ PORTALS + SUBS
What your sub sees
A tour of the subcontractor portal — five tabs plus quick actions — so you know what your subs can and cannot see.
5 min
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§ PORTALS + SUBS
What subs do in the field
The subcontractor portal as a field toolkit — logging time, capturing receipts, requesting payment, uploading documents, reporting incidents, job photos, notes, change orders, and crew.
4 min
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§ PORTALS + SUBS
The approvals queue
One sign-off queue for sub invoices, documents, receipts, field-note verification, and change orders.
3 min
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◆ READY WHEN YOU ARE