Guide — Client Portal

The client describes what they need (e.g. "bathroom renovation") with photos and a preferred date. You receive the request directly in BauFin and can turn it into a quote.

All quotes are visible in the portal — with line items, prices, and a validity date. The client can accept or decline them online, with no need to sign a PDF.

Once a quote is accepted, the order appears with its current status (scheduled / in progress / completed), a schedule, and the completed line items. The client always knows what stage their project is at.

For jobs billed by the hour, the client sees in real time how many hours your crew has spent on their site — no arguments on invoice day. They can also confirm the hours with their signature in the portal, which serves as proof that the work was carried out.

The client browses progress photos that your crew adds to the order. They see for themselves how the work is coming along, without visiting the site — this builds trust and cuts out the "how's it going?" questions.

The construction log shows the client a chronological record of the work, day by day — what was done and when. Full transparency of how the build is progressing, with no need to explain yourself over the phone.

In the billing tab, the client sees a financial summary of their order: line items, deposits paid, invoices, and the balance due. Everything laid out clearly in one place.

If the client notices a defect, they report it directly in the portal — with a description and a photo. The report goes straight to you, with the full history, so nothing gets lost and it's clear what needs fixing and when.

At the end of the job, the client confirms the acceptance protocol (Abnahme) in the portal — acknowledging that the work has been completed. This is an important moment: the warranty period starts from acceptance, and you can issue the final invoice.

All documents related to the order — quotes, contracts, invoices, protocols — are kept in one place for the client to view and download whenever they need.

Messages in the portal replace the chaos of WhatsApp. Each site has its own separate thread, with photos, PDFs, and the full history — nothing gets lost.

The client manages their own password and notifications. You invite them once by email — after that they work on their own.