Quotations
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Create site
Construction Client Portal Software
Construction client portal software for project evidence, updates and approvals.
Give clients clearer access to project updates, site evidence, reports, documents, quotes, approvals and handover records through Zektrx.
For contractors that need a professional way to share project information and reduce manual chasing across clients, sites and jobs.
Operating system
Live module
Client portal workflow3Screens
4Proof points
LiveModule
Operating system
Client portal workflow
1
Share project updates, reports, documents and evidence from one controlled platform.
2
Connect client sites, usage reports, relationships and project records.
3
Support quote acceptance, handover evidence and document review flows.
4
Reduce manual email chasing with clearer status, packs and reports.
Quick Answer
What contractors can use this for.
Give clients clearer access to project updates, site evidence, reports, documents, quotes, approvals and handover records through Zektrx.
For contractors that need a professional way to share project information and reduce manual chasing across clients, sites and jobs.
Client workflow: Create site -> Share updates -> Review evidence.
Share project updates, reports, documents and evidence from one controlled platform.
Clients ask for updates, reports and evidence in scattered email threads.
Product Evidence
Screens that show where this work lives.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
1
Quotations
Create site
2
Accountancy
Share updates
3
Reports
Review evidence
Accountancy
Keep the supporting record connected
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Share updates
Reports
Roll the workflow into wider control
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Review evidence
Workflow Overview
See how the workflow fits together.
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
1
Product area
Quotations
Zektrx contractor quotation workspace preview
2
Workflow
5 steps
Client workflow
3
Checks included
4 checks
Client portal workflow
4
Explore next
Construction Reporting Software
Continue into the connected workflow path.
Field Evidence
Real work, connected to the same operating system.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.
Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Create site
Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Share updates
Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Review evidence
Operational Challenge
Built around the work your team needs to control.
Clients ask for updates, reports and evidence in scattered email threads.
Project evidence is hard to present clearly during delivery.
Client-facing packs take too long to assemble manually.
Approvals and handover records should connect to operational data.
Platform Fit
Designed for the workflows contractors need to bring under control.
construction client portal softwarecontractor client portalconstruction customer portalproject client portal softwareconstruction client reporting software
Client workflow
A workflow your office, workshop and site teams can follow.
Step 1
Create site
Step 2
Share updates
Step 3
Review evidence
Step 4
Approve
Step 5
Handover
Trade Examples
Practical examples for trade-specific work.
Fabrication
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Electrical
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Joinery
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Scaffold
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Connected Modules
Connected modules, not isolated pages.
Explore the related Zektrx workflows that connect this process with the wider platform.
FAQs
Questions teams ask before switching.
Can Zektrx support a client portal?
Yes. Zektrx includes client portal, client sites, relationship and reporting workflows that can support clearer client visibility.
Can clients receive project evidence?
Yes. Reports, documents, handover evidence, site records and packs can be prepared for client-facing workflows.
Can quote acceptance link to the client workflow?
Yes. Public quote acceptance and commercial records can connect to wider project and client workflows.