Customer & sub portals · in build · Construction first

Your customers' portal.
Your brand, your domain.

White-label portals your customers and their subs log into at portal.yourcompany.com. Project home, files, messages, approvals and a project-scoped THEO, all wired to the staff side your team already works in.

Talk to us about portals See what's inside
Included with paid THEO BotsMSP resale OKShipping in stages
🔒 portal.yourcompany.com
Your CompanyRiverside Clinic Fit-out ▾JD
🏠 Project home📁 Files💬 Messages✅ Approvals 2📅 Site visits✦ Ask THEO
StatusOn track
Next visitThu 9:00
Open RFIs3
Phase 3 of 5 · Rough-in

CO-014 sent for your approval

12 photos added to Site / Week 6

Daily log posted by site lead

Concept illustration · not a live product screenshot

What's inside

Everything a customer needs, in one place.

One login per person, scoped to the projects they belong to. No email chains, no shared-drive links, no "which version is current?"

01 · Project home

A live view of the job

Status, phase, next site visit, open RFIs and recent activity, read live from the project data your team keeps in Microsoft 365.

PM live read · M365Calendar
Project home
StatusOn track
Phase3 / 5
Open RFIs3
Pending COs2
14THU
Site visit · walkthrough9:00 AM · Site lead + owner's rep

RFI-022 answered by architect2h

Drywall sub uploaded insurance cert5h

Punch item #41 closed1d

02 · File vault

Drawings, photos and docs, shared right

Folders per project, drag-and-drop upload, and sharing by role. Subs see what they need; customers see what they should.

UploadRole-based share
Files
📁Drawings48 files
📁Submittals17 files
📁Site photos312 files
📁Contracts6 files
⬆ Drop files to upload
📄 A-201 Floor plan rev C.pdfShared · Subs
🖼️ Week6_east_wall.jpgShared · Owner
03 · Messages bridge

Two planes, one conversation

Customers message in the portal. Your staff reply from the HCP or desktop app they already use. Nobody switches tools, and the thread stays with the project.

Customer portalStaff HCP / desktop
Portal · customer
Can we move the walkthrough to Friday?
Your CompanyFriday 10:00 works. Calendar updated.
HCP · staff
Owner · RiversideCan we move the walkthrough to Friday?
Friday 10:00 works. Calendar updated.
04 · Approvals

Change orders and RFIs, signed off in a tap

Send a change order or RFI for approval. The customer sees scope, cost impact and attachments, then approves or rejects with a comment. Every decision is logged.

Change ordersRFIsAudit trail
Approvals
CO-014 · Add 2 floor outlets, conf. roomAwaiting you
Cost impactSee attached
Schedule+1 day
Attachments📎 sketch.pdf
✓ Approve✕ Reject
RFI-022 · Ceiling height at grid C4Answered
05 · Project-scoped THEO

Answers from this project, only this project

Customers and subs can ask THEO about their job. It answers only from that project's files, messages and logs, with citations, using construction playbooks. No bleed across projects or companies.

CitationsMulti-org, no bleed
Ask THEO · Riverside Clinic
What's the ceiling height in the conference room?
THEO · project-scoped9'-0" finished, per the answer to RFI-022 (revised from 9'-6" on drawing A-201 rev C).
RFI-022A-201 rev C
🔒 Scope: Riverside Clinic Fit-out
Construction template · first

Built for the job site.

Construction ships first, on a module builder that later industry templates will reuse.

RFI-022

RFIs (lite)

Ask, route, answer, cite.

CO-014Pending ▸ Approved

Change orders (lite)

Scope, impact, sign-off.

☑ Outlet cover☐ Paint touch-up

Punch lists

Field photo → punch item.

Daily log☀ 54° · crew 8

Daily logs & safety

What happened, who was there.

14THUWalkthrough

Site visits

Scheduled on the calendar.

COI ✓Expires Mar

Vendor insurance

Certs tracked per sub.

WarrantyRoof · 10 yr

Warranty

Claims after handover.

📷 → #42Photo to punch

Field photos

Snap it, tag it, assign it.

How it connects

One loop between customer and crew.

🌐Customer portalCustomers · subs · roles & invites
⇄Messages bridgeDual plane · per project
🖥️Staff HCP / desktopYour team, your tools
✦THEO, project-scopedAnswers with citations · construction playbooks
🔐Custom domainCloudflare DNS + TLS · same as HCP
🧱Multi-org isolationAccess control per org & project · no bleed
Domains & branding

From domain to branded portal in four steps.

01
＋

Add your domain

The MSP enters portal.yourcompany.com.

02
✓

Cloudflare validates

DNS record checked automatically.

03
🔒

TLS issued

Certificate provisioned and renewed.

04
🎨

Branded

Logo, colors and modules from templates.

Packaging

Included. Not an add-on.

  • Included with every paid THEO Bots subscription
  • MSPs may resell portals at their own price
  • For MSP customers and their subs
In build · Construction first · shipping in stages

Portals aren't live yet. We're building in stages, starting with the Construction template. Nothing on this page is available until we say it is.

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Thanks — we'll be in touch.