Skip to main content

Portal Configuration

Configure which features are available to customers in their portal.

Accessing Portal Settings​

Which client portal features are available to your customers is controlled by Readybuild, not from within your account. To turn any of the features below on or off, contact Readybuild support or your account manager.

Feature Toggles​

Control which sections customers can access:

Selections​

  • Setting: Enable Selections
  • What it does: Allows customers to view and make product selections
  • When to enable: When you want customers to choose finishes, materials, or options

Project Logs​

  • Setting: Enable Project Logs
  • What it does: Shows daily work performed on the project
  • When to enable: To keep customers informed of progress

Schedule​

  • Setting: Enable Schedule
  • What it does: Displays the project timeline and milestones
  • When to enable: When you want to share the project schedule
  • Note: Only schedule items marked as "client viewable" will appear

Messages​

  • Setting: Enable Messages
  • What it does: Enables two-way communication
  • When to enable: For direct customer communication through the portal

Billing & Payment​

  • Setting: Enable Billing & Payment
  • What it does: Shows invoices and payment options
  • When to enable: When customers should view/pay invoices online

Team​

  • Setting: Enable Team
  • What it does: Shows project team members and their roles
  • When to enable: To help customers know who to contact

Documents​

  • Setting: Enable Documents
  • What it does: Provides access to contracts, files, and photos
  • When to enable: To share project documentation

Help & Feedback​

  • Setting: Enable Help & Feedback
  • What it does: Displays your help articles and FAQ
  • When to enable: To provide self-service support

What to Expect​

  • Setting: Enable What to Expect
  • What it does: Shows process information and expectations
  • When to enable: To educate customers about your process

Payment Configuration​

Online Payments​

If you use Checkbook.io for payments:

  1. Enable Checkbook.io integration in Admin → Integrations
  2. Enable Invoice Payments in portal settings
  3. Customers can pay invoices directly from the portal

For other payment providers:

  1. Set a Custom Payment Link in portal settings
  2. Use {{publicIdHash}} as a placeholder for the project ID
  3. Example: https://pay.example.com/invoice/{{publicIdHash}}

Payment Message​

Add a custom message displayed on the billing page:

  1. Enter text in Payment Message field
  2. This appears above the invoice list
  3. Use for payment instructions or policies

Contact Information​

Configure how customers can reach you:

Email Contact​

  1. Enable Show Email Contact
  2. Enter the contact email address
  3. Set a custom title (e.g., "Questions?")
  4. Add a description (e.g., "Email us anytime")

Phone Contact​

  1. Enable Show Phone Contact
  2. Enter the contact phone number
  3. Set a custom title (e.g., "Need Help?")
  4. Add a description (e.g., "Call during business hours")

Document Folders​

Sharing Files​

Specify which folder's contents appear in the portal Documents section:

  1. Set Document Folder Name in settings
  2. Files from this folder will appear to customers
  3. Leave blank to use default behavior

Unreleased Invoices​

Control visibility of unreleased invoices:

  • Show Unreleased Invoices: Customers see all invoices including unreleased
  • Hide Unreleased Invoices: Only released invoices appear

Best Practices​

Feature Selection​

  • Start with fewer features and add more as needed
  • Consider your workflow when enabling features
  • Enable messaging for better customer communication

Payment Setup​

  • Test payment links before going live
  • Include clear payment instructions
  • Set up payment notifications

Documentation​

  • Create help articles before enabling Help & Feedback
  • Keep "What to Expect" content current
  • Update process information as it changes