Give each homeowner one private link for the whole project
Send the link with the estimate, or when the homeowner signs. The homeowner needs no account and no password.
The portal shows today's update and photos, the schedule, and every change order or selection waiting for a decision.
Get every decision in writing, with the homeowner's typed name and the time.
Try every job tool for 30 days without a card. Add your whole team at no extra cost.
Today's update · Tue, Oct 21
6 photosDrywall and paint are finished. The crew put the second coat on the walls and ceiling today. Your cabinets arrive tomorrow at 8 AM, and installation starts right after.
Waiting for you
- Next payment: Cabinets and countertops installed
- $21,000
Show today's update and the schedule
Post a daily log with photos and the homeowner sees it as today's update. Keep a log internal when it is only for your crew.
The schedule lists each phase with working-day dates, inspections included. When a phase runs late, every later phase moves, and the homeowner sees the reason you logged.
- DemolitionOct 5 to Oct 7
- Rough plumbing and electricalOct 8 to Oct 14
- Rough-in inspectionInspectionOct 15
- Drywall and paintOct 16 to Oct 21
- Cabinets and countertopsOct 22 to Nov 4
- Tile backsplashNov 5 to Nov 9
- Fixtures and finishNov 10 to Nov 13
- Final inspection and punch listInspectionNov 16 to Nov 18
Collect approvals with a typed name
The homeowner accepts the estimate by typing their name, and Plankbook freezes the price as the contract.
Change orders and selections work the same way. Plankbook records the name and the time with each decision, and only approved change orders reach the contract, the schedule and an invoice.
See how change orders and selections work- Price
- $1,850
- Schedule
- 3 working days added
- Contract after approval
- $57,084
Keep the rest of the project on the same link
Put payments, documents and messages where the homeowner already looks for updates.
- Show payments and invoices
- The homeowner sees the payment schedule, each invoice and what is paid. Each invoice also has its own link.
- Share documents
- Put the contract, permit, plans and warranty letter where the homeowner can find them later.
- Talk in one thread
- Keep messages about the project in one thread that you and the homeowner both see.
- Close out the punch list
- List the fixes left before final payment, and let the homeowner watch them get done.
Share the link only with the homeowner
Anyone who has the link can open the portal, so send it only to the people who own the home. Turn the portal off for a project at any time.
Homeowners never pay for the portal, and they never need to download an app.
Keep every homeowner informed without another phone call
Open the sample company and see the portal from the homeowner's side. The plan costs $99 per company per month after the 30-day trial, with portals free.
Try every job tool for 30 days without a card. Add your whole team at no extra cost.