Give the ownera window in.

A branded portal where owners see progress, documents, and decisions — transparency that wins repeat work.

JB
Client Portal · Cedar Heights5 records

Client Portal built like an operating system. Purpose-built for general contractors, ErectOS runs client portal as live infrastructure capturing the work, flagging what matters, and reporting the truth every single day.

One source of truth

Every client portal record lives in one place — versioned, searchable, and tied to the building it belongs to.

Powered by Pulse

ErectOS watches the work and flags what needs attention before it costs you time, money, or a claim.

Wired to the build

Client Portal reads from and writes to the modules around it, so nothing has to be entered twice.

Capture it once, in the field.

Client Portal captures the record where the work happens — on phone, on site, in seconds — with the context already attached.

1.0 Capture

JB
Client Portal · live5 records
ErectOS Pulse

Pulse flagged a client portal that needs a response today.

Routed to the right owner with the deadline already set.

OpenSnooze
1.1
Structured captureTemplates keep every record complete and consistent.
1.2
Mobile-firstBuilt for the people doing the work, not just the office.
1.3
AttachmentsPhotos, markups, and files travel with the record.
1.4
Auto-routingThe right person is notified the moment it lands.

See the status at a glance.

Track every open client portal against its deadline, owner, and impact — and report the truth without chasing anyone.

2.0 Control

JB
Client Portal · this week5 records
Variance alert

3 client portal items are aging past SLA.

Open24
Overdue3
Avg cycle4.1d
2.1
Live statusOpen, aging, and closed — always current.
2.2
OwnershipEvery item has a name and a date against it.
2.3
Audit trailWho did what, when — captured automatically.
2.4
One-click reportsExport the status for any stakeholder instantly.

Wired to the whole build

Client Portal reads from and writes to every module it touches — your data is entered once and trusted everywhere.

Daily LogsField → Client Portal

Field activity posts straight into the record — no double entry.

DocumentsClient Portal ↔ Docs

Every file and markup is filed against the right record automatically.

NotificationsClient Portal → Team

The right people are alerted the moment something needs them.

ReportsClient Portal → Reports

Status rolls up into project and portfolio reporting in real time.

Nothing slips through the cracks on client portal again.

Field → Client Portal

Every record carries its own history — and its own deadline.

Client Portal → Audit

The status is computed from the work, not from a status meeting.

Client Portal → Reports

Client Portal is part of the build.Run it in ErectOS.