PortSpace.io

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For clients: your portal

1:12 · for clients

For your clients: their own page, what is waiting on them, approving items, reviewing a proposal, and invoices.

In the manual: Seeing a project as the client sees it

Transcript

0:01For clients: your portal.

0:03If you’re a client, your designer’s portal gives you a page of your own. It opens on what’s waiting on you: items to approve, and proposals to review.

0:12Your project has its own tabs: the items, proposals and invoices, photos and files, and the boards, renderings and presentations your designer shares with you.

0:22A presentation opens full screen, to page through, approve each page, or leave a comment.

0:28Each item to approve shows its picture and specification. Approve it with a click, or add a note, ask for a revision, or say no.

0:37Your answer goes straight back to the designer who asked, and is kept here.

0:42A proposal lists what you’re being asked to accept, with prices, terms and any deposit. Accept it or decline it here, and ask questions underneath.

0:52Your invoices are here too, with what’s paid and what’s open. If one doesn’t look right, Question this invoice asks the firm.

0:60And the latest photos from the project, with the files your designer shares, are a click away.

1:05That’s your portal. More videos: portspace.io/videos

Transcript as text · Captions file