Remodel Client Portal
Remodel Client Portal with Selections and Change Order Approval. Clients see the schedule, pick selections, approve change orders and view photos and invoices. Public allowance checker. Free to clone.
Remodel Client Portal is a Taskade app kit built from one prompt: 9 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 9 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Punch. Its automations include New consult request alert, Change order approved contract total and Change order sent cover note.
by @taskade
What you can do with Remodel Client Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Remodel Client Portal works
- New consult request alert: when a consult request arrives, then Email the owner.
- Change order approved contract total: when a change order is Approved, then Add the approved price to the contract and Email the new contract total.
- Change order sent cover note: when a change order is set Sent, then Punch drafts a cover note and Save the draft on the row.
Built with Taskade Genesis
- Category: Portals
- AI agents: Punch
- Automations: New consult request alert, Change order approved contract total, Change order sent cover note
- Workspace: 9 projects, 1 AI agent, 4 automations