Client Portal Software for Tradespeople
“How do I keep customers informed without constantly sending updates manually?” is one of the most common questions in trade businesses — and the answer is rarely to write more updates. It is to make the current position visible.
The cost of manual updating
- Evening messages written from memory, often inconsistent with the paperwork.
- Documents resent because they are buried in an email thread.
- Payment queries that only arise because the customer cannot see what has been paid.
- Disputes about changes the customer no longer remembers approving.
What a portal changes
When progress, money and approved changes come from the same record you work from, the customer sees the same truth you do. That removes the two most common sources of friction on a long job: uncertainty about progress and surprise about cost.
Security and scope
Client links are tokenised and specific to the job. They carry noindex and noarchive directives so search engines never list them, and they expose only what you share — not your wider business or other customers.
Read the privacy policyWhere it sits in Boksit
The Client Portal is generated from the Project, so it reflects the current position without extra work. The same mechanism supports Additional Work approvals, shared documents and branded Project Reports.
Helpful guides
How to Keep Clients Updated During a Project
How to give customers confidence during a job without spending your evenings writing updates.
Read guideHow to Track Payments on a Building or Trade Project
The five figures that keep a job's money clear, and how to present them to a customer.
Read guideHow to Get Client Approval for Extra Work
What to include in an approval request, how to make it easy to say yes, and how to keep an audit trail.
Read guide
Frequently asked questions
- How do I keep customers informed without messaging them constantly?
- Give them somewhere to look. A secure Project Portal link shows current progress, payments, approved changes and shared documents, so routine questions answer themselves and you only write when something genuinely changes.
- Do clients need to create an account?
- No. Boksit client links are secure tokenised links that open in a browser. They are never indexed by search engines.
- What can the client see?
- Project progress, the payment position, approved Additional Works and any documents you have chosen to share. Internal notes and other customers' information are not visible.
- Can clients approve extra work from the portal experience?
- Yes. Additional Work requests can be sent as a secure link for the client to review and approve or sign online, and the approval is recorded against the Project.
See the client experience
Explore project sharing and approvals with fictional data in the Interactive Demo.