The client portal provides clients of General Contractors access to real-time status of their projects, view and approve estimates, view and approve change orders, and view and pay invoices.
The client portal enables:
Real-Time Information: Access up-to-date project details anytime, anywhere.
Efficiency: Approve estimates and change orders with just a click, without the need for lengthy email chains or phone calls.
Transparency: Keep track of your budget in real time, so you always know where your project stands financially.
Convenience: Pay invoices directly through the portal, simplifying the payment process.
Communication: Have direct access to your contractor’s contact information for quick questions or updates.
Note: for clients to view estimate, change order and budget information, they will need to register for a free account with KonstructIQ.
Key Features of the Client Portal
Dashboard
The dashboard displays a summary of content including budget and contractor contact information. It is the central hub of the project.
View and Approve Estimates
The Estimates section of the client portal allows the client to review the estimate for the project.
Where can I find the estimate?
The Estimates tab can be found in the left navigation menu.
How do I approve an estimate?
Navigate to the estimate tab.
Find the button to "Sign and Approve" and click it.
Use the mouse to sign the canvas provided or click the "Type my signature" option to enter via keyboard.
Click "Approve" button on top right of modal window.
View and Approve Change Orders
The Change Orders section of the client portal allows the client to review any change orders for the project.
Where can I find change orders?
The Change Orders tab can be found in the left navigation menu.
How do I approve a change order?
Navigate to the change order tab.
Select the change order you would like to approve.
Find the button to "Sign and Approve" and click it.
Use the mouse to sign the canvas provided or click the "Type my signature" option to enter via keyboard.
Click "Approve" button on top right of modal window.
View and Pay Invoices
All invoices related to the project will be posted here, and you’ll have the option to pay directly online.
Where can I find invoices?
The Invoices tab can be found in the left navigation menu.
How do I pay an invoice?
Navigate to the invoice tab.
Select the invoice you would like to pay.
Find the button to "Pay" and click it.
Select which method you would like to use, either direct deposit or with a credit card.
Click "Next" button on top right to view payment summary.
Click "Pay" to complete the payment.