Guide — Customer Portal
How your customers work with the BauFin Customer Portal
The customer portal lets your clients submit requests, review offers, and track construction progress — 24/7, without phone tag and email ping-pong.
Request a job
The customer describes their need (e.g. "bathroom renovation") with photos and a desired date. You receive the request directly in BauFin and can convert it into an offer.
Review offers
All offers are visible in the portal — with line items, prices and validity. The customer can accept or reject online, without signing a PDF attachment.
Track orders
After the offer is accepted, the order shows status (planned / in progress / completed), schedule and finished items. Your customer always knows where they stand.
See working hours
For time-and-materials jobs the customer sees up-to-date how many hours your crew spent on their site — no arguments on invoice day.
Send messages
Portal messages replace WhatsApp chaos. Each site has its own thread, with photos, PDFs, and full history — nothing gets lost.
Access and password
The customer manages their password and notifications themselves. You invite them once by email — after that they work autonomously.
Don't have portal access for your customers yet?
In the Panel, under "Customers", you can create a portal account for each customer. They receive an email with an invitation link.
Go to the customer list