Can I add a client portal login form to my website?

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• Can I add a lead capture form to my website?

  Yes, it is possible to add a lead capture form onto the website. You can generate an API key from Contractor Foreman and have your website developer add it to your website.

• How do I send Login Credentials to my Client for use with the Client Portal?

  To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...

• How do I enable or disable Client Portal access?

  To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...

• Can my clients designer or architect have access to the client portal?

  Yes, it is possible to create multiple Client Portal accounts for the same Project with different accesses so the designer can also see the Client Portal.

• How do I change the Logo on the Client Portal?

  If you change the main logo on the Contractor Foreman app, then it automatically carries over to the Client Portal. To change that logo, go to the Menu and select Settings. Here, choose Profile and under Company Details, you will see the option to ...