What the client sees

The client portal shows branded project information, milestone progress, payment schedule details, downloadable documents, site photos and listed variations. When the project is ready for handover, the portal can ask the client to confirm completion and provide a signature.

How clients respond

• Review milestone progress and current payment requests.
• Download available project documents or invoices.
• Pay a current claim by an available payment method.
• Review and sign eligible variations.
• Complete handover sign-off when construction is finished.

What Fencify records

Portal actions can record client payment lodgements, payment events, variation signatures, project payments, invoice status changes and handover signatures. These records help your team follow up on what happened through the client-facing page.

Follow-up checks for your team

After sharing a portal link, review pending payment lodgements, signed variations, available documents and milestone progress from the project page. Verify bank or cash payments before applying them to an invoice.