Home
Needs you, latest from the site, the stage and next up at your home.
Run the job · Client portal
Fewer “just checking in” calls.
Your client opens one portal and sees what needs them, what happened on site today, what is coming up at their home, and every design, document and invoice. It is free for clients and works on any phone.
- Home to Messages
- 7 tabs
- For your clients
- Free
- Their to-dos, first
- Needs you
- With notifications
- Any phone
How it works
Invite once, keep them in the loop.
- 01
Invite the client
Send the portal invite from the project. The client accepts and sees only their own project.
- 02
Share as you go
Renders, tours, the material list, documents and site updates appear when you share them.
- 03
They act in one place
Approve designs, sign documents, answer the crew's questions, see invoices and message the team.
Home
What needs them, first.
The Home tab leads with what is waiting for the client: questions from the crew, invoices, and change orders or documents to sign. Then the latest update from the site, the current stage, what is next at their home, and the project team.
Design
Renders, plan, materials, budget and inspiration.
Under Design the client sees the renders and 360° tours you shared, the floor plan, the material list, products and budget, and their inspiration board. They approve or request changes on each.
- Approve or request changes on renders and tours
- Material list with the status of each item
- Add their own inspiration, like and comment on yours
The tabs
Everything about their remodel, nothing they should not see.
Updates
End-of-day site updates with photos, questions to answer and comments.
Design
Renders, tours, floor plan, material list, budget and inspiration.
Documents
Shared documents to read, download and sign.
Payments
Invoices, what is paid, what remains on the contract, and receipts.
Messages
Conversations with each contractor and the sales rep, with photos.
The details
Also in the portal
- Schedule of the project's phases
- Signing tasks that open the signing page
- Notification settings, including browser notifications
- Spaces of a multi-space project
- English, Spanish or Hebrew interface
- Office preview: see the portal as the client sees it
The Payments tab shows invoices and receipts. Clients pay you outside Modula; there is no online payment in the portal.
FAQ
Common questions
Works with
Connected on the same project
- DesignSharing with clientsShare renders, tours, lists and the project, with approvals built in.Learn more
- Run the jobContracts & invoicesContracts, change orders, payment schedules, invoices and receipts, tracked.Learn more
- Run the jobDocumentsEvery sheet, contract and photo of the project, shared on your terms.Learn more
Give clients one place to look
Designs, documents, payments and updates, in a portal that is free for them.