A client portal that answers the phone for you

The "just checking in" call problem

Clients call because they can't see what's happening. The only person who knows the real status is usually on site, in a trench or on a roof, not answering the phone. Every one of those calls pulls someone off the work, and every unanswered one makes the client more nervous.

A client portal fixes that by letting the client see the status themselves, whenever they want it.

What your client sees

• Progress. Where the job is at, without waiting for a phone call.
• Photos. Site photos from the crew, so the client can see the work, not just hear about it.
• Budget summary. A clear picture of where the money is going, at the level of detail you choose.
• Proposals to approve. Send a PDF proposal and the client approves it online. The approval status updates automatically.

You choose what's on it

Every section of the portal can be turned on or off for your organization. If you'd rather not show the budget, turn it off. If a client only needs photos and progress, that's all they get. Your internal notes, other clients, crew chat and company finances are never part of the portal.

Approvals online, not over the phone

Verbal approvals are how disputes start. When a proposal or change goes through the portal, there's a record of what was sent and when it was approved. That protects you and gives the client confidence they're getting what they agreed to.

Why a portal wins you the next job

Homeowners and property managers talk. A contractor who keeps them informed without being chased stands out, and that shows up in reviews and referrals. The portal does the communicating for you while your crew does the work.

Connected to the rest of the job

The portal pulls from the same project your crew is working in, so photos, progress and budget stay current without extra data entry. CoManager also handles geofenced crew time tracking, scheduling and Gantt, estimates, invoices and change orders.