Thirteen chapters: build the estimate & pick a version · send it · [customer] portal sign-in and estimate page · [customer] approve and fill in details · review & send the contract · [customer] sign it · counter-sign · start the project · manage the live job · track the build and share photos · [customer] the live dashboard they see · the whole schedule at a glance · get paid. Builder-side chapters run on the real app; customer-side chapters mount in-app replicas of the customer's screens.
Also called: what my customer sees · client experience walkthrough · portal training
- 1Customer-side steps name a demo screen; the engine mounts that replica full-viewport beneath the spotlight in the same tab
- 2The replica's own controls carry tour anchors, so the spotlight works inside the customer's screen
- 3Builder-side chapters (contract, start project, phases, Gantt, invoicing) spotlight the real controls, with fallbacks for anything that needs an open modal
Builders sell the customer experience and almost never see it. The only way to look at your own portal was to send yourself an estimate — a real contact record, a real email leaving the building, a real job number spent on a rehearsal. Thirteen chapters walk one project from first estimate to final invoice and show each step from both sides, what the builder does and what the customer opens, on stand-ins that never send anything and never leave the app.
- Builders selling a customer experience they have never viewed
- Having to send yourself fake estimates to preview the portal
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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