Client portal
Give clients the project information they need
A client usually needs to understand progress, the next step and any decision waiting on them. Share that context without forwarding your internal project record.
Sample Deck Renovation
Active- Contract less recorded costs
- CA$9,260.00 Excludes remaining costs and overhead
- Costs recorded so far
- CA$9,240.00 Receipts + labour
Framing is complete. Decking and railings are next.
Jordan Lee · May 21Interactive project workspace · sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- Updates are scattered across messages.
- The client cannot find the latest document.
- Internal financial details need to stay private.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Choose what to share
Review the client and portal visibility before granting access. Keep internal work and customer-facing information distinct.
- Step 2
Make each update useful
Share appropriate field photos and a short explanation of completed work, remaining work and decisions needed.
- Step 3
Keep documents and payments together
Give clients a clear place to find shared documents. When your business connects Stripe and enables online invoice payments, clients can pay eligible invoices in the portal and confirmed payments update the balance.
Is it a fit?
Common questions
Businesses doing work that benefits from ongoing customer communication, especially projects with multiple visits.
Are client portals public marketing pages?
No. Client and vendor access is private and is excluded from the marketing sitemap and search indexing.
Does Ordvero add a fee to portal invoice payments?
Ordvero adds no platform fee on online payments — standard Stripe processing fees still apply. Your Ordvero subscription is separate.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.