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.
The customer portal is a branded site carrying your company colors and logo. The homeowner opens it from the password-less link you send — no login, no app install. It has ten tabs, each with a live badge count, and the landing view answers the question every homeowner has: "what happens next?"
§The landing view
- ◆
NEXT UP— one card with the one thing that matters now, in this order: a contract to sign, a change order to approve, an estimate to decide, an appointment to confirm, a balance to pay, the current project step, or "nothing needed from you". - ◆
YOUR PROJECT— the stage tracker from the customer'sSTAGES(steps done / total, the current step) with a link to every step. - ◆
YOUR INSURANCE CLAIM— for insurance customers: carrier, claim #, status, date of loss and peril, the deductible, the adjuster with a tap-to-call number, the policy's last four digits, and a plain sentence about who pays what. - ◆
RECENT UPDATES— the last six things that happened: steps completed, payments received, documents and photos shared, messages from the office, change orders, invoices and estimates. - ◆Tiles for Balance Due, Active Jobs, To Sign and Messages, plus quick actions: Pay a bill, Upload a document, Share photos, Message us.
- ◆When the project is complete (every step done, or everything paid and signed): a completion card with the warranty documents, your review link, and a referral line.
§The ten tabs
| Tab | What the homeowner can do |
|---|---|
| Overview | The landing view above. |
| Jobs | Where your project is (every step with dates and the current one marked "now"), your appointments with a Confirm or reschedule button, and each work order with its scope collapsed behind "Show the full scope". |
| Invoices | Each invoice with its balance and a Pay button (secure hosted checkout by card or bank transfer), every payment recorded against it with a printable Receipt, and "Paid X of Y". |
| Estimates | Change orders first — Approve & sign / Decline with a reason — then estimates with full line items and Accept & sign / Decline. |
| Contracts | Status pill (Signed / Awaiting signature / Declined) with a "Review & sign →" link to the signing page, and View for the sealed PDF. |
| Documents | Everything you have shared, plus an upload zone for the homeowner's own files. |
| Photos | Shared photos in a gallery with stage and type tags, plus an upload zone that opens the camera on a phone. |
| Messages | A two-way thread with your company. |
| Reports | Inspection, damage, hail and building-code report PDFs you have shared. |
| Help | How the portal works (links, paying, deposits, signing, estimate vs contract vs invoice, privacy), the words on the paperwork (change order, supplement, deductible, ACV / RCV, lien waiver, punch list), your own FAQ from the portal settings, and a Message / Call button. |
§Paying, signing and approving
From Invoices, Pay takes the homeowner to a secure hosted checkout for the remaining balance (or the invoice's payment link); bank transfers mark the invoice paid when they clear. From Estimates, accepting is a real signature — typed in a script face or drawn — and declining requires a reason. A change order you SUBMIT appears the same way: the homeowner approves with a signature or declines with a reason, the change order flips to Approved or Rejected, and you are notified. Contracts open the signing page.
§Uploads flow back to you
The portal is two-way. In Documents, the homeowner can upload PDFs, Office files and images up to 25 MB, badged "Uploaded by you" on their side. In Photos, the upload zone opens the camera on mobile. In Messages, they can send text and attachments up to 15 MB. Everything lands on the customer record flagged as shared.
§What they are told, and when
When you reply in the portal thread or share a document or photo, the homeowner gets one email (and a text, if you turned that on and they have not opted out) within about five minutes, batched so a burst of shares becomes one message, with the portal link. Money emails (invoices, reminders, receipts) link to the portal too. See "Portal settings and homeowner notifications".
§Lost the link?
The homeowner types their email at revolvecore.com/portal and the link is emailed to the address on file — the page never confirms whether an address exists. You can also re-send it from the PORTAL tab, to the primary contact or the second contact on the record.
OPEN AS CUSTOMER → and click through the tabs. Two minutes of checking beats a confused phone call about a photo you did not mean to share.