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Outdoor spaces and grounds: Customer portal for garden structure builders

A customer portal for garden structure builders where clients see design drawings, timber and roof finish, approve materials and follow the build schedule.

Customer portal for garden structure builders. A customer portal with documents, status and a decision point. Example with demonstration data.

What customers of garden structure builders want to see.

Customers of garden structure builders receive several drawings along the way, a quote with options, photos of timber samples and messages about the build day. After a few weeks they no longer know which drawing was the latest or which roof finish they chose. A partner who was not there wants to see it too. When something changes, the customer emails a sketch that reaches either the draughtsman or the crew leader but not both. The crew then sometimes builds from a drawing that had already been revised. Every question about progress arrives by phone.

Customer portal for garden structure builders

Example
  1. 1

    Set up access per project

    Done

    For each project you decide who gets access: the customer, a partner or, for commercial work, the building manager.

  2. 2

    Get drawing and materials approved

    In progress

    The portal shows the current drawing with dimensions, the chosen timber with a photo and the roof finish.

  3. 3

    Ask questions against the right item

    Next

    A customer unsure about the front height, or wanting a side panel, asks in the portal against that item.

From invitation to approval.

Set up access per project

For each project you decide who gets access: the customer, a partner or, for commercial work, the building manager. Each sees the drawings, quote and schedule belonging to the project. Older drawing versions stay visible but are clearly marked as superseded.

Get drawing and materials approved

The portal shows the current drawing with dimensions, the chosen timber with a photo and the roof finish. The customer approves drawing and materials before anything is ordered. That approval is stored with date and version, so it is clear later what was built from.

Ask questions against the right item

A customer unsure about the front height, or wanting a side panel, asks in the portal against that item. The draughtsman sees it, updates the drawing if needed and puts a new version up for approval. No change gets lost between email and phone.

Less email, the same records.

Customer contact at garden structure builders often runs through email, phone and messages to the crew leader. Drawings are sent as attachments. We decide which documents from drawing, quoting and scheduling appear in the portal and whether that happens automatically or by hand. The customer owns their approvals and questions; the business owns the drawing and the schedule. Messages from the crew on site go through the office first, so the customer does not get conflicting information.

All drawing versions or the latest

Showing only the latest version avoids confusion. Showing every version reveals how the design grew and which change the customer asked for. A middle way is the latest version up front with older versions in an archive, clearly marked as no longer valid. That prevents arguments later about what was agreed.

Approving materials online or in the showroom

Timber colour and grain look different on a screen. Some customers prefer to choose from a sample or in the showroom. The portal can then confirm that choice, with a photo of the chosen sample and the date it was made. The crew then orders and builds from exactly that confirmed choice.

Schedule per day or per build step

Customers mainly want to know when building happens and when it will be finished. Showing the schedule per step, with foundations, frame and roof, explains why there are several visits. Showing it per day is more precise but prompts questions every time something moves, which is why many firms choose steps.

What customers find in the portal.

The client portal shows per structure the drawings with versions, the material approval, the schedule per build step and questions per item. The office decides who gets access and what a partner or building manager sees. We try it out together with an ordinary canopy and with a customer who, after the first approval, wants a side panel and a different roof finish. Handover photos and upkeep guidance per timber in the portal can be switched on later.

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Can the customer see which drawing is the latest?

Yes. The current drawing always sits at the top with its version number and approval date. Older versions are reachable but clearly marked as superseded. The crew works from the same version, so there is no confusion about what is being built.

Can customers add photos of their garden?

Yes. With a question or change the customer can attach a photo, for example of a wall light that is in the way. The photo is attached to the item the question is about, so the draughtsman sees it straight away.

What does the customer see if the build moves?

The customer sees the new date per build step with a short reason, such as glass delivered late or too windy for roofing. A message goes out once the planner confirms the change. The customer does not need to call to find out where things stand.

Does the portal stay open after handover?

Yes. The customer keeps access to the final drawing, the timber details, handover photos and upkeep guidance. That helps with later questions about maintenance or alterations. You decide how long the portal stays open. Nothing has to be resent.

One place for your customers.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeCustomer portal for garden structure builders Being filled in Ready for the call
What you want

Customer portal for garden structure builders: design drawings, material approval and build schedule in one place, with versions and questions per item.

Parts
  • Set up access per project
  • Get drawing and materials approved
  • Ask questions against the right item
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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