Outside people see the right thing
Clients, subcontractors, vendors, signers, reviewers, and bidders can be invited into specific workflows without exposing the internal operating system.
Module Walkthrough
Client and Subcontractor Portals
Use portals and public links to bring outside reviewers, bidders, signers, clients, and subcontractors into specific workflows without giving them internal app access.
Product Proof
Screens tied to the workflow
Buyer Context
Why this matters operationally
Public links are workflow-specific
RFP planrooms, RFIs, submittals, change orders, pay applications, service agreements, and signing packets each carry their own controlled review path.
Telemetry matters
Sent, received, opened, reviewed, uploaded, signed, and completed events help the contractor know whether outside parties actually touched the package.
Process
How the work moves through the module
Add external access
Choose the customer, owner rep, subcontractor, vendor, or signer and enable only the portal or public link they need.
Send the right package
Share the RFP planroom, RFI response request, submittal review, change approval, pay application review, or signing packet.
Track response
Watch open/review/upload/signature status and keep the response attached to the original BuildDaily record.
Module Surfaces
Where the work happens
Overview
Summary
Project facts, status, team signals, notes, activity, and the current state of the job.
Documents
Files
Project folders, uploads, downloads, previews, rename, move, delete, bulk copy, bulk move, and zip.
Drawings
Drawing logs, uploaded sets, sheet review, assignment, verification, history, set downloads, and source PDF access.
Specifications
Spec sets, divisions, sections, search, quick navigation, downloads, and version history.
Directives
Owner or design-team direction tracked against the project record.
Correspondence
Project communications kept with the job instead of buried in inboxes.
Management
RFIs
Question, attachments, distribution, response, PDF packet, close, reopen, resend, and public review.
Submittals
Vendor, revisions, files, compiled packet, review decisions, distribution, release, and import workflows.
RFPs
Project-scoped requests, recipients, planroom links, quote tracking, follow-up, and addendum notifications.
Meetings
Meeting records connected to the project.
Permits
Permit tracking, inline create/edit, detail records, and draft completion.
Inspections
Inspection records tied to permits, field status, and closeout needs.
Field
Daily Reports
Daily job record with subcontractor rows, files, autosave, Friday cleanup, finalization, and PDF.
Lookahead
Near-term work pulled from schedule windows and field planning.
Safety
Safety incidents and field safety records.
Deliveries
Delivery tracking for material and project logistics.
Toolbox Talks
Talk records and field documentation.
Punchlist
Open punch items and closeout corrections.
Manpower
Project manpower panel connected to labor planning.
Financials
Change Orders
Scope, pricing buckets, files, workflow decisions, packet generation, distribution, and public review.
T&M Tickets
Labor, materials, files, signatures, pricing, packet status, and revalidation.
Pay Applications
Owner pay application workbench and project billing continuity.
A/R
Receivable context and project payment visibility.
Receive Payment
Project payment entry from the work page.
Subcontractors
Subs, compliance, SOVs, pay requests, billing mode, certificates, and uploads.
Schedule
Schedule
Tasks, dependencies, responsible parties, baseline lock, CPM recompute, Gantt data, PDF export, and schedule health.
Lookahead
Short-window field planning from the schedule.
Closeout
Closeout Docs
Closeout document collection and completion tracking.
Operating Rhythm
How the workflow stays moving
Where it lives
- This module is part of the project work page, so records stay tied to the job, customer, team, files, schedule, and financial context.
- The project navigation is the customer clue: users do not hunt for this work in a separate app. They open the project and choose the correct tab.
What a contractor can do
- Project client portal workflows
- Subcontractor portal workflows
- Public RFP planrooms
- Public RFI review and response
- Public submittal review
- Public change order review
- Public pay application review
- Public document signing
Walk through Client and Subcontractor Portals
We can walk through the module around the way your company actually handles the work.
Request access