Sample client portal, opened without a login. Sample data only.About this demo

You are viewing one sample job with a made-up client, orders, prices and dates. A real portal gives each client their own private sign-in; nothing here is secured. Approvals, questions and walkthrough changes you make here also show up in the owner dashboard. Dates marked Est are estimates; Confirmed means a crew or supplier committed to the date.

Hartwell homesite Sample job

Owner view

Your job today

What we need from you

What has changed

What happens next

Budget and schedule

Milestones

Choices waiting on you

Each choice shows two options side by side: the look, the upkeep, the full cost including delivery and labor, and whether it can be done in time. Approve one, ask a question, or ask for another option.

Savings so far

Item	Estimated	Chosen	Saved	Note

Orders and crew days

Order	Item	Crew or supplier	Qty	Value	Status	Starts or ready	On site or done

By area

Your property, area by area. Open one to see its orders, open choices, crew days, progress and walkthrough items together.

Site issues

Ground hides things and weather happens. If the crew runs into something, you see it here with a photo and what Shoots & Roots is doing about it. You never have to chase an answer.

Document center

Estimate, site plan, plant list, order confirmations, schedule, guarantee and insurance. Select a document to preview it.

Work progress and walkthrough list

Walkthrough list

Check an item off when it has been taken care of on site. Shoots & Roots is notified and the job update log records it.

Work phases

Work progress

Walkthrough list

Plant and workmanship guarantee Sample terms

What is covered on this job and for how long. These are sample terms written for the preview; the real terms are confirmed during discovery.

From	Covers	Term	Status	If something needs attention

Job updates

A running log of everything that happens on the job, from Shoots & Roots, the crews and you.