Client Portal for Carpentry and Joinery Projects, Built with AI

A carpentry client portal gives each client a login where they see their own drawings, quote, chosen finishes, progress photos and install date. Mythex builds it from your description, with a real database behind it, and publishes it so clients can sign in from any browser.

Who it's for

Workshops that email the same drawing three times, chase approval by text and field "how is it going?" calls every week while a commission is on the bench.

What you can build

  • Each client sees only their own projects
  • Drawing versions with a sign-off button that records who approved and when
  • Finish and timber choices confirmed in writing
  • Progress photos uploaded from the workshop
  • Install date with site preparation notes
  • A staff view of every client and the stage their job is at

Sign-off is the part that saves money

The costliest moment in bespoke work is the client who says the unit is not what they expected after it is fitted. A portal fixes this by making approval explicit. Upload drawing version 3 with dimensions and finishes, the client presses approve, and the app stores the date and the version. Timber is ordered only after that record exists.

  • Lock a drawing once approved
  • Require approval before the job moves to build
  • Keep earlier versions visible for reference

What clients see during the build

Long lead times make clients nervous. A few progress photos a week, such as carcasses glued up, doors in the spray booth or a dry fit in the workshop, cut the update calls almost to nothing. Show the stage, the planned install date and a short list of what the client needs to do first, like clearing the room or confirming the electrician has moved a socket.

What to set up first

Start with three things: client accounts, drawing uploads with approval, and a stage field. Add progress photos and install notes once the first clients are using it. Invoices and payment status can be added later or linked from your invoicing app. Keep the client side simple; most will only open it a handful of times.

  • Client logins by email
  • Drawing upload and approve
  • Stages: survey, design, approved, build, finishing, install, done

A prompt to start from

Build a client portal for my joinery workshop. Each client logs in and sees their projects with drawing versions they can approve, their chosen timber and finish, progress photos and the install date with preparation notes. Staff see all clients, upload files and move jobs through stages from survey to install.

Questions

Can clients only see their own projects?

Yes. Ask for each client to see only the records linked to their account. Staff accounts see everything.

Can I upload drawings and photos from my phone?

Yes. The published app works in a phone browser, so you can take a photo at the bench and upload it to the job. File storage is included.

Do clients need to install anything?

No. They sign in from any browser. On Pro you can also offer Android and iPhone apps that open your published portal.

Do I need to code to build it?

No. You describe the portal and Mythex builds it, then you adjust it by chatting. The Free plan is enough to build and publish a first version.

Templates to start from

  • Portfolio Website Template — Hero, projects, about, and contact
  • Agency Client Portal Template — PIN-protected views on a Kanban board
  • Freelance Invoicing Template — Saved clients with revenue stats
  • Quote Generator Template — Line-item pricing, secure client links
  • Pet Boarding Site Template — Booking wizard with client dashboard
  • Parallax Studio Site Template — Dual themes with staggered project grid
  • Gallery Design Portfolio Template — Fullscreen projects, color themes
  • Architecture Portfolio Template — Filterable project gallery, dark mode

Guide

How to build a client portal

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See them all

  • Build Your Carpentry Workshop's Website, Quotes and Project Tracker with AI
  • AI client portal builder for every kind of business

Build with AI · Start building free

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