Communication
£19/mo · included with EnterpriseA client portal that answers “how’s it going?”
Estimark’s Client Portal gives your client a secure token link — no account to create — showing job progress and milestones, the photos you have marked client-visible, recent site diary entries, RFIs addressed to them, variations, and downloadable documents. They can sign or decline a quote, request a variation and report a warranty defect. It is included with Enterprise (£999/month), or £19 a month on a lower plan.
What the Client Portal module does
- Issues a portal token per quote, revocable, with last-accessed tracking and an access log.
- Shows the quote with its line items, and accepts a signature to accept it or a reason to decline it.
- Shows job progress and milestones once the quote is a job.
- Shows only the photos individually marked client-visible.
- Shows recent site diary entries and RFIs addressed to the client.
- Lists variations and accepts a client-submitted variation request.
- Lists and serves client-visible documents for download.
- Accepts a warranty defect report during the defects liability period.
Client Portal — how it works
Do clients need an account to use the portal?
No. Access is by a unique token URL issued per quote, which can be revoked, and every access is logged with a last-accessed timestamp. That removes the single biggest reason client portals go unused — a password the client has to keep.
What can the client actually see?
Only what you expose. Photos carry an individual client-visible flag, documents carry their own visibility, and site diary entries and RFIs are surfaced through the portal endpoints rather than published wholesale. The portal is a window, not a mirror of your workspace.
Can clients pay through the portal?
No. Invoice details can be shown, but taking payment from your customer through Estimark is deliberately disabled. Payments would currently settle into Estimark’s own account rather than yours, which would make us a payment intermediary. Send the invoice, take payment through your own bank or card terminal, and record it in Estimark so your books and your accounting sync stay right.
NoteThis applies to card payments and to Direct Debit alike. It is switched on when per-company payout accounts are in place.
Client Portal — at a glance
- Plan
- Included with Enterprise
- Add-on price
- £19 / month
- Client login
- Token link, no account
- Payments
- Not available
Client Portal
£19per month
Client Portal is a bundled module. Plans are a ladder, so it is included on Enterprise. On a lower plan you can activate it on its own for £19 a month.
Included from Enterprise — £999 a month
- Included on Enterprise at no extra cost.
- £19 per month as an individual module on a lower plan.
- Included in full during the 14-day free trial.
- No implementation fee and no minimum term.
Questions
Client Portal — frequently asked
Which plan includes the client portal?
Client Portal is included with Enterprise (£999 a month). On Solo, Core or Pro it can be activated individually for £19 a month.
Can clients pay an invoice through the Estimark portal?
No. Customer-facing payment collection is deliberately switched off, because funds would currently settle into Estimark’s account rather than the contractor’s. You can show the invoice, take payment through your own bank or card terminal, and record the payment in Estimark.
Can a client sign a quote online?
Yes. The portal shows the quote and its line items and accepts a signature to accept it, or a reason to decline it. Quote signing is part of Estimark’s core, not a paid module.
Is the portal branded?
The portal is issued under your company’s Estimark presence. White labelling is handled separately — ask us what is available on your plan.
Related
Photo Management
Mark which photos the client is allowed to see.
Variations
Client-requested changes, priced and approved.
Warranty Management
Client-reported defects during the liability period.
For builders & contractors
Pro at £249/month — job costing, payment applications, CIS and site safety.
For sole traders
Solo at £29/month — one user, 15 open jobs, quote and invoice from the phone.
Payment applications & retention
Interim applications, retention, payment and pay-less notices under the Construction Act.
Pricing & plans
Solo £29, Core £99, Pro £249, Enterprise £999 a month. Bolt-ons priced separately.
Try it on a real job.
Fourteen days, full access, every plan. No implementation fee.