The portal
Daily progress reports,
filed from the truck
This is the part none of your competitors have. Three roles work against one
record: a team member files the report, you approve it, the client reads it. The demo is fully
working — switch roles, attach photos from your phone, submit, then approve it as the
project manager and watch it appear on the client's log.
The portal is not the estimate form. An estimate
request is a lead — someone you have not worked with yet. A portal account is created by
the office once a client signs their design agreement, so there is no public sign-up and no way
for a stranger to end up inside a live job.
Role 1
Team Member
Phone-first. Two minutes at the truck before they leave site.
- Photos straight from the camera
- Crew count, hours and conditions
- Work completed and phase progress
- Flag delays, damage or a needed decision
- Sees only their own assigned jobs
Role 2
Project Manager
A review queue with everything that came in today.
- Approve, or send back for missing photos
- Flagged jobs marked in red at a glance
- Counts for reports, flags and photos
- Nothing reaches the client unapproved
Role 3
Client
An existing customer with a job under way — account created by the office, not self sign-up.
- Daily photo log of their own job
- Progress bar and current phase
- Change orders approved in one tap
- Estimates, invoices and insurance certificate
Signing in: the demo opens on a login screen. Pick Team Member,
Project Manager or Client, then use the password
Jay12345
— the same for all three while we prototype. That check runs in the browser, so it is a
stand-in for the look and feel; real sign-in is built server-side with the portal.
The portal is styled neutrally on
purpose — it will be re-skinned to match Concept A.