Features
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.
Where the work gets disconnected
- Updates are scattered across messages.
- The client cannot find the latest document.
- Internal financial details need to stay private.
Harbour Deck Rebuild
Dartmouth, NS
9:00 AM–4:00 PM · Avery & Jordan
Framing is complete. Decking and railings are next.
Jordan Lee · May 21How the work moves through Ordvero
Choose what to share
Review the client and portal visibility before granting access. Keep internal work and customer-facing information distinct.
Make each update useful
Share appropriate field photos and a short explanation of completed work, remaining work and decisions needed.
Keep documents findable
Use the supported shared document and portal workflows so project communication has a clear source instead of multiple unrelated copies.
Who this fits
Businesses doing work that benefits from ongoing customer communication, especially projects with multiple visits.
Useful questions
Are client portals public marketing pages?
No. Client and vendor access is private and is excluded from the marketing sitemap and search indexing.
Keep the next part connected
Start with your next job.
See how the project record fits your business, then choose a plan.
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