Contractors lose days chasing estimate sign-offs over email. Taskade Genesis generates a Contractor Estimate Approval Portal where clients review line items, approve scopes, and request changes through one branded link you control.
What Is a Contractor Estimate Approval Portal?
A Contractor Estimate Approval Portal is a client-facing workspace for trades and construction teams. Powered by Projects and Memory, it shows estimate details, optional upgrades, approval status, and revision history per job without another PDF thread.
Why Use an AI Contractor Estimate Approval Portal?
Unsigned estimates stall crews and cash flow. Taskade Genesis gives you:
- Branded estimate view: Scope, line items, and totals clients read on any device
- One-click approval: Clients sign off without printing or scanning
- Change request log: Revisions tracked with timestamps and notes
- Status notifications: Automations alert your team when an estimate is approved or questioned
- Job handoff: Approved scopes link straight to scheduling and invoicing views
Who Should Use This Portal?
This Contractor Estimate Approval Portal fits:
- General contractors sending residential remodel quotes
- Specialty trades approving repair scopes before dispatch
- Restoration companies documenting insurance-approved work
- Design-build firms pairing proposals with client selections
- Owner-operators replacing email PDFs with a live portal
How To Generate Your Contractor Estimate Approval Portal?
- Open Taskade Genesis and describe your estimate fields and approval flow
- Review the generated client views and approval buttons
- Duplicate the portal per job and customize branding
- Turn on automations for approval and revision alerts
- Share the private link when you send each estimate
Pair it with invoice generators, client portal templates, and the Community Gallery.
