Summary
This tutorial explains how to log into your BuilderPal Client Portal as a client or homeowner to view your deals, proposals, and project details shared by your contractor.
Prerequisites
You have received an invitation email from your contractor via BuilderPal
You have created your account and set a password
Steps
Open the invitation email — Find the email from BuilderPal and click the button to access your Client Portal.
Log in to the Client Portal — Enter your email and password to sign in.
View your Client Dashboard — Once logged in, you will see the Client Dashboard showing your Total Pipeline value and all your active deals organized by stage (New, Proposal Sent, Negotiating, Won, etc.).
Open a deal for details — Click on any deal card to view more information, proposals, documents, notes, and communication options.
Confirmation
You’ll know it worked when you can see your project deals listed on the dashboard with their current status and any proposals sent by your contractor.
FAQ
Q: Do I need to download an app to access the Client Portal?
No. The Client Portal is accessed through your web browser on any device.
Q: Can I see the internal team pipeline?
No. You only see your own deals and proposals — the internal contractor pipeline is private to them.
Q: What should I do if I can’t see a proposal?
Make sure the contractor has sent the proposal and that you are logged into the correct Client Portal account.
Q: Can I communicate directly with the contractor from the portal?
Yes — use the built-in messaging or comment features inside each deal.
Q: Is the Client Portal secure?
Yes — it is fully secure and password-protected; only you and your contractor can access your deals.