Tradie Client Portal Software with Build Journey Tracking

The basics

What is a tradie client portal?

A tradie client portal is a branded online space where your client can see everything about their job in one place. Instead of progress updates scattered across text messages, quotes buried in email attachments, and variation approvals lost in a thread, the client has a single link that shows the whole build.

Through the portal your client can view and accept quotes, track build progress with milestone photos, follow a build journey timeline, browse moodboards and design inspiration, approve variations, message you directly, and access shared documents. Everything about their job lives in one place — and it carries your business branding, not a software company's.

How it works

How FMN's client portal works

• Quote acceptance in the portal — clients view and accept your quote with a click, no printing or scanning required.
• Project milestones with photos — each milestone shows photos and a short update so clients see real progress, not just a status label.
• Build journey timeline — a chronological timeline of the whole job so clients always know where things are up to.
• Moodboards and design inspiration — AI-generated moodboards let clients explore directions and give feedback before selections are locked in.
• Variation approval workflow — variations are sent through the portal for one-click client approval, with a full audit trail.
• Client messaging — two-way messaging keeps questions and updates in one thread rather than spread across text and email.
• Document sharing — plans, compliance certificates, and warranties are shared through the portal so nothing gets lost.

Why it wins jobs

Why a client portal wins you more jobs

A client portal is not just a nice-to-have — it is a competitive advantage at quoting time and a referral engine at handover:

• Professionalism — a branded portal signals a real, organised business before the client has even accepted the quote.
• Trust through transparency — clients who can see progress and milestones do not chase you for updates, and they trust you more because nothing is hidden.
• Fewer calls — when progress is visible in the portal, the 'just checking in' phone calls drop dramatically.
• Faster approvals — quotes and variations accepted with a click move the job forward instead of stalling on a client's desk.
• Referral engine — a client who had a great portal experience shows it to friends, and the portal becomes a portfolio that sells your next job.

FMN vs basic

FMN vs basic quote acceptance

Most tradie software stops at basic quote acceptance — the client gets a link, clicks accept, and that is the extent of the client experience. Tradify and ServiceM8 both offer this, and it is fine as far as it goes.

FMN goes further. The portal is not just a quote-acceptance page — it is a full client experience with moodboards, milestone photos, a build journey timeline, variation approvals, and two-way messaging. The difference is between a client who clicks 'accept' once and a client who engages with their build from quote to handover.

Pricing

Pricing

The client portal is included in every FMN plan — Starter, Foundation Member, Pro, and the Company plans. There is no portal add-on to buy and no per-client fee. If you are on FMN, your clients get the portal.

FAQ

Frequently asked questions