The Client Hub — What Your Clients See
The Client Hub is a branded, external-facing portal where your clients can view and interact with their project information without needing a BuilderMate account. It is one of the most powerful ways to keep clients informed, collect signatures, and get paid faster — all through a single, shareable link.
Who Can Access This
- Admin and Team Member users can generate Client Hub links.
- Clients access the portal through a secure link — no password or login required.
How Clients Get Access
- Open a lead or client detail page in BuilderMate.
- Click "Generate Client Hub Link".
- BuilderMate creates a secure, time-limited token URL unique to that client.
- Share the link with your client via email, text message, or even in person.
That's it — your client clicks the link and they're in. No accounts to create, no passwords to remember.
Pro Tip: If a link expires or you need to revoke access for any reason, you can regenerate a new link at any time from the same client detail page. The old link will stop working immediately.
What Your Clients See
When a client opens their Client Hub link, they'll see a clean, branded portal with your company logo and name at the top. Here's what each section includes:
Overview
A summary dashboard showing their active projects, upcoming appointments, and your company contact information.
Projects
A list of all projects associated with their account, including status, project type, key dates, and price.
Quotes
All estimates you've sent to that client. From here, they can:
- View the full quote with line items, amounts, and stages.
- Approve and sign — clients can draw or type their signature, and BuilderMate records the IP address and timestamp automatically.
- Request changes — clients can send notes back to you, and you'll receive a notification in BuilderMate.
Contracts
All contracts awaiting their signature. Clients can view the full document and sign digitally using a drawn or typed signature (IP address and timestamp recorded).
Appointments
A view of upcoming and past appointments with your team.
Invoices
All invoices with amounts and payment status. Clients can view individual line items and — if you've connected Stripe — pay online using a credit card or ACH bank transfer.
Payments
A complete payment history so clients can see what they've paid and when.
Contact
The contact information you have on file for them, giving them a chance to verify it's current.
Change Orders
If applicable, clients can view change orders and sign for approval when required.
Branding
The Client Hub automatically displays your company logo and business name, giving clients a professional, consistent experience that feels like an extension of your brand.
Security
- Each link is token-based and unique to a single client — one client's link cannot be used to access another client's information.
- Links are time-limited for added security.
- You can regenerate a link at any time to invalidate the previous one.
Good to Know
- The Client Hub is a read-and-interact portal. Clients can approve, sign, and pay, but they cannot edit project details or create new records.
- When a client approves a quote, signs a contract, or submits a change order signature, you'll receive a notification in BuilderMate so you can take the next step right away.
- Online payments require a connected Stripe account. See the Stripe setup article for details.