From first walkthrough to final payment, builders juggle dozens of touchpoints with homeowners, architects and subcontractors. When those conversations live in scattered emails and spreadsheets, delays follow. Client sharing—giving stakeholders controlled, real-time access to the information they need—eradicates that chaos. CountBricks puts client sharing at the core of its AI-powered platform so residential contractors can focus on building, not babysitting files.
Residential projects move fast. Lumber prices change overnight and design tweaks are constant. A lag of even 24 hours can crush a margin. Instant client sharing keeps everyone on the same page, so change orders become simple adjustments instead of costly surprises.
Homeowners expect transparency. Streaming entertainment, next-day deliveries and mobile banking have shaped consumer expectations. They want the same clarity from their builder. A portal that shows live numbers, schedules and selections positions your company as tech-forward and trustworthy.
• AI voice conversation builds detailed estimates while you walk the site, eliminating back-office data re-entry
• Live material and labor pricing syncs automatically, so the numbers your client sees are always current
• One-click quote documents brand your company with professional polish
• Secure client portals let homeowners approve selections, view allowances and message the team in real time
• AI blueprint takeoffs convert drawings into cost-loaded task lists that can be shared instantly with trades and owners
• Integrated invoicing turns approved line items into pay-ready bills without exporting a single file
1. Create your project and build the estimate with voice or blueprint takeoff
2. Tag any line you want the client to view—materials, allowances, milestones or all of the above
3. Click “Share Portal” and choose permission levels (view-only, comment, or approve)
4. Invite homeowners and key stakeholders with a branded email generated by CountBricks
5. Track portal activity—every view, comment or approval is logged automatically in the project timeline
• Use the comment feature to clarify why a price changed; context reduces pushback
• Schedule automated reminders so clients never miss an approval deadline
• Attach warranty PDFs or product cut sheets directly to line items for one-stop access
• Enable push notifications on the mobile app to sign off change orders while in the field
• After approval, flip estimates into a work schedule so subs see the same data the owner has okayed
• Forgetting to set permissions: If a line item is confidential, mark it “internal” before sharing
• Uploading outdated drawings: Always run the AI blueprint takeoff on the latest revision and archive superseded files
• Mixing personal chat with project chat: Keep all project communication inside the portal for a clear audit trail
Once a client clicks “Approve,” CountBricks locks that scope and pushes it into the invoicing module. Because labor codes, cost codes and tax classes are already mapped, you can generate an invoice—or a progress draw—in seconds. No duplicate entry, no missed line items, and full visibility for the client who can pay online through the same portal.
Client sharing isn’t just another tech buzzword. It’s a revenue-protecting, reputation-building practice that keeps your projects moving and your clients happy. CountBricks bakes that philosophy into every feature, giving residential builders a single source of truth from first phone call to final punch list. Ready to see it in action? Visit CountBricks.com/services and book a live demo today.
When Sunrise Homes partnered with CountBricks for their newest subdivision, the biggest concern was managing dozens of homeowners at once. Traditional email chains had caused selection disputes on prior projects. By activating client sharing from day one, Sunrise kept every owner up to date without adding office staff.
• Voice estimates captured 24 plan options per lot during initial walkthroughs, saving an estimated 60 labor hours
• Clients logged into the portal to choose finishes; 92 % approved selections within 48 hours
• Material cost fluctuations were pushed instantly, resulting in zero unpaid change orders despite a volatile lumber market
• The team exported approved scopes directly into invoices, shaving two weeks off the payment cycle
1. Share early and often. The sooner a homeowner sees real numbers, the faster they trust your process.
2. Keep your portal tidy. Archive outdated drawings and pin critical documents to the top for quick access.
3. Align subs and owners. By granting read-only access to subcontractors, Sunrise eliminated “he-said, she-said” conflicts over scope.
CountBricks client sharing is more than a feature—it’s your competitive differentiator. Whether you build custom infill homes or multi-lot developments, the platform adapts to your size and style. Explore blueprints, pricing and portals in one seamless ecosystem at CountBricks.com/portfolio, or schedule a personalized walkthrough at CountBricks.com/consultation.
