Client Portal
A Customer Portal That Actually Reduces Customer Support
Magic-link login, your branding, signing + payment + messaging in one place — and a Pending Actions feed that tells customers exactly what they need to do next.
14-day free trial — no credit card required
No passwords
Magic-link login — customers click the email and they're in
Mobile-first
Most customers log in from their phone — the portal works there
Your brand
Logo, colors, copy — customers see your company, not Breche
See it in action
The first thing your customer sees
Pending Actions at the top, project tile next, then documents and messages. Branded with your logo and colors. Customers self-serve instead of emailing you.
Summit Roofing & Exteriors
Client Portal
Hi, Sarah Walker — here's what needs your attention
Walker Re-Roof — 1247 Maple Lane
In progress · 40% billedContract
$20,720
Paid to date
$5,373
Next visit
Tue May 14
26% paid · $15,347 remaining
Recent documents
📎 Estimate v2 (signed)
📎 Lien waiver — May 1
📷 Day 1 progress photos (12)
Recent messages
💬 Mike R. — "Tear-off complete"
💬 Lori M. — "Decking inspection"
💬 You — "What time tomorrow?"
The whole customer experience
A portal customers actually want to use
Most contractor portals are built for the contractor. Breche is built for both — it deflects work AWAY from your inbox while giving customers an experience they don't resent.
The pain
Customers email you twice a week asking for project updates.
What Breche does
The portal home shows project status, upcoming visits, and a Pending Actions list (proposals to sign, invoices to pay, change orders to approve, selections to make). Customers self-serve the answer to "where are we at?" — your phone stops ringing for status updates.
The pain
"Forgot my password" emails clog the inbox.
What Breche does
Magic-link login — enter your email, click the link in your inbox, you're in. No password to remember, lose, or reset. The same magic-link flow gates portal access for every customer; payments and signings can also use tokenized links that bypass login entirely.
The pain
Two contacts (owner + spouse) on a project, and only one can see it.
What Breche does
Add as many contacts to a project as needed. Each gets their own portal account tied to their email. They see the same project data, but each signs proposals and approves change orders under their own identity, so the audit trail captures who did what.
The pain
Customers are dropped into a generic SaaS UI that doesn't look like your company.
What Breche does
Upload your logo, pick brand colors, write custom welcome copy and email templates per outbound action. Customers experience YOUR brand — not Breche's. The portal looks like an extension of your website, not a third-party tool.
The pain
Property managers with five buildings see a wall of unrelated projects.
What Breche does
Multi-property support: customers with more than one property see a property switcher and a list view of all their assets. Per-property project history, documents, and pending actions stay scoped — the property manager's overview is clean instead of overwhelming.
The pain
"Can you re-send the signed proposal?" — every quarter, forever.
What Breche does
Documents tab persists every signed proposal, change order, lien waiver, and shared photo. Customers download anything they need, anytime. No more digging through email for a 6-month-old PDF.
Features
Eight things customers expect from a modern portal
Magic-link login (no passwords)
Customers enter their email, click the link, they're in. The same flow handles invites, returning logins, and recovery — there is no password to lose. Payments and signings also support tokenized links that skip login entirely.
Pending Actions feed
Top-of-portal list of proposals to sign, invoices to pay, change orders to approve, and selections to make. Reduces customer support load — the answer to "what do I need to do?" is on screen.
Proposal + change-order signing
Same flow whether the customer signs the original proposal or a later change order. Sequential multi-signer support, drawn or typed signature, ESIGN/UETA-compliant audit trail captured per signer.
Online payments (card + ACH)
Every unpaid invoice has a Pay Now button that opens the same Stripe flow available from the email + PDF. Card or ACH, both flow to the same payment ledger and update invoice status via webhook.
Documents library
Signed proposals, change orders, lien waivers, project photos, custom uploads — all in one place. PDFs preview inline; photos open in a lightbox gallery. Customers download whatever they need without emailing you.
Two-way messaging
Per-project message thread — customer + your team. Inbound replies flow into the CRM activity log; outbound messages render as customer email. Eliminates the gmail-vs-CRM tab dance.
Branded look-and-feel
Your logo, brand colors, custom welcome copy, custom subject + body templates per outbound action. Customers experience your brand, not Breche's. No coding required.
Multi-property support
Customers with multiple properties see a property switcher and per-property scoping for projects, documents, and pending actions. Property managers stay sane; one-property homeowners don't see clutter.
FAQ
Client Portal FAQ
Common questions about Breche's customer-facing project hub.