Client Dashboard
A single link for every spec,
invoice, and approval
Your project’s single source of truth, so stakeholders know exactly
what’s happening, from first sketch to final install.
Instead of juggling email attachments and endless PDFs, share a single, branded link that updates in real time.
Whether you’re finalizing finishes with clients or clarifying specs with contractors, the Dashboard makes everything accessible—and eliminates “Wait, which version is this?” drama.
Live Specs & Approvals
Let clients approve (or reject) items with a click, leaving feedback right on each product or drawing. No email chain required.
Presentation vs. Spec View
Dazzle clients with a sleek, image-rich preview or dive straight into product details and costs—without switching platforms.
The Client Dashboard cuts out a lot of complicated back-and-forth. Clients can see exactly what we want them to see, when they need to see it, without us having to scramble for scattered files.
Kaila Niles
Director of Creative Operations
One link, total clarity
Trades, contractors, and consultants can scan a simple QR code on-site to see the latest specs, ensuring fewer phone calls and zero guesswork.
Align Clients, Trades & Teams
Trades, contractors, and consultants can scan a simple QR code on-site to see the latest specs, ensuring fewer phone calls and zero guesswork.
Your entire network can finally operate in sync, reducing
costly mix-ups or “I didn’t get that file” excuses.
costly mix-ups or “I didn’t get that file” excuses.
Create or open a project
The dashboard is ready to sync with schedules, mood boards, or file uploads.
Invite your stakeholders
Share a link or generate a QR code; set each person’s access level.
Design, develop, deliver.
Tools tracking projects from
concept to completion.
All-in-one Client Dashboard
Give clients a single link to view schedules, budgets, and approvals—fewer status update emails.
Approvals in one click
Clients can accept or reject items right in the dashboard, keeping decisions organized.
Customized visibility
Show or hide pricing, suppliers, and attachments based on your preferences.
Real-time updates
Any schedule change or new file instantly appears—no resending outdated PDFs.
Branding options
Match the look and feel of your studio so clients see a cohesive, professional interface.
Easy file sharing
Upload invoices, presentations, and reference docs in one central spot.
Presentation vs. Spec Views
Toggle between a sleek client-facing view or detailed spec mode for in-depth info.
Secure & private
Control who can access each dashboard, ensuring confidentiality and peace of mind.
