Yours to brand.Theirs to use. Included.

A branded, login-protected area where your client sees their project. They can view the signed proposal, track progress, review and approve change orders, see every invoice, pay outstanding balances via Stripe and book service appointments. The portal carries your branding, not ours.

Yes, properly branded. Your logo, your splash page, the portal your clients log in to opens with your name on it. The portal runs on a Specifi subdomain (something like company.specifi.io), with a small "Powered by Specifi" line on the login page.

What you don't get is your own domain or full theme customisation beyond logo and splash. For most dealers that trade works: clients see your brand on the gateway, you don't run the infrastructure.

Documents are per-item visibility-controlled with a tick box on each document in the project's documents folder. The internal as-built schematic with the wiring colour-coded for your tech can stay internal; the trimmed handover doc with the user-facing setup guide can go to the client. The control is on the document, not on the project: you decide line-by-line.

Beyond documents, the default client view shows the full project surface: rooms, products with manufacturer / model where you have chosen to expose them, the invoice ledger, the change-order history, the service-call history. Per-item visibility controls across those surfaces (so you can hide a single room from the room-list view, for example, or surface only the closed change orders) are on the roadmap and will land across subsequent releases on the same product cadence; today the show / hide control is on the documents folder specifically.

Yes. When you generate a change order in Specifi, the client sees it in the portal with a clear diff (what changed, why, the price impact, the schedule impact). They approve or push back with comments. Approved change orders update the project budget, the invoice schedule, and any impacted work orders automatically. Clients can see the full change-order history on a project, which matters both for trust during delivery and for the rare case where you end up defending a variation in dispute.

Yes. Every open invoice presents a pay-now button via Stripe. Clients pay by card, Apple Pay, Google Pay, or bank transfer where available in their region. Partial payments are supported; the client can pay a deposit by card and the balance by bank transfer, for example. Payment records appear against the invoice in real time, the invoice status updates, and the accounting-package sync fires automatically. There is no Specifi platform surcharge on the payment; standard Stripe fees apply and you can configure whether to pass those on to the client.

Via email, not in-portal threading. The portal has a contact button on the project surface that opens an email pre-filled with project context (name, ID, your team's email). Replies come back to your team's normal inbox, no separate workflow to monitor.

Native in-portal messaging is on the roadmap.

Yes. For projects with a service contract or for clients who have bought from you before, the portal includes a "book a visit" flow. The client picks from available slots against your team's calendar, describes the issue, and the booking lands in your dispatch calendar as a service work order. For residential smart-home clients who keep discovering new little tweaks six months after install, this takes the "Matt, can you come round on Saturday?" text off your personal phone and puts it in the system where it belongs.

Unlimited client portals on every plan. You can spin up as many customer portals as you need with no per-client surcharge and no Enterprise-tier upgrade gating: a sole trader running ten residential projects a year and a multi-office firm running three hundred projects across UK and US sites pay the same per-portal price (zero) for the same per-portal capability set.

Today, exactly one client login is supported per customer record. That covers the single-decision-maker case (most residential cinema-room and smart-home projects) and the single-AP-contact case (most small-commercial conference-room and audio-distribution projects). Multi-user logins per customer (so a homeowner couple can each log in with their own credentials, or a commercial client's facilities manager and finance person can both have portal access on the same project record) is on the roadmap and will land in a subsequent release; raise it during sales if your client base routinely needs the multi-user pattern so we can flag interest.

Yes. The portal is a responsive web surface that renders cleanly on iOS Safari and Android Chrome. From a phone, a client can review a proposal, approve a change order, pay an invoice through the Stripe pay-now button (with Apple Pay and Google Pay both supported on the device-native payment sheet), book a service visit, and download project documents.

For the surfaces that benefit from more screen estate, principally the full project-document library, the multi-month service-call history view, and side-by-side change-order diffs against the original signed proposal, the desktop layout is more comfortable. Most clients use both: the phone for in-the-moment approvals and pay-now invoice clearing, the desktop for the deeper review surfaces. The portal is a web surface (not a downloaded app), so the client never installs anything from the App Store or Google Play.

No. The portal lives on a Specifi subdomain (something like company.specifi.io), set during onboarding. The URL your clients type or bookmark sits in the Specifi domain space.

The portal stores proposal documents, change orders, invoices, payment records, scheduled work orders. Data lives in the same backend as the rest of Specifi, hosted on DigitalOcean infrastructure in a UK or US region depending on your account's configuration. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). Backup cadence is hourly for transactional data and nightly for document storage. Data-residency arrangements are documented on the Trust page; if your business has specific data-sovereignty requirements (common for UK public-sector or EU healthcare clients), ask on the demo.

The portal stays live for as long as you keep the client record in Specifi. For a residential client, that is usually forever (they come back with service calls and upgrades). For a one-off commercial project, you can archive the client which moves the portal into a read-only "closed" state; the client can still log in to download historical invoices but cannot book new work or send messages. Deleting the client closes the portal entirely; this is reversible within 30 days (undelete from the archive view) and permanent after that. Clients receive a clear email notification when their portal access status changes.

Not yet. Bob is live for integrators inside the product, but the portal version for clients isn't live. Watch this space though.

Nothing extra. Included on every Specifi plan. Unlimited clients, unlimited portal activity, change-order approvals, Stripe-powered payments, and the full feature set listed above. Most competitors in this space either do not offer a portal or charge separately for it (often per-client or as an Enterprise-tier upgrade). We think a branded client experience is not a premium feature; it is how an AV integrator looks professional when the job is over six figures.