One workspace where everything connects. The deeper you look, the more it does. Start anywhere below.
A project holds the whole job. Everything it produces lives inside it, and the people you invite see only the projects they are on.
Drawings, certificates, quotes and sign-offs, filed against the job instead of buried in somebody’s inbox.
Site photos, filed by folder and captioned, so the record of what was there on the day is somewhere you can actually find it.
Build the form once as a template, then fill it in on site. What comes out is something you would be happy to put in front of a client.
Exporting a PDF and sharing a report by email are on Professional and Business.
Named threads inside the project. Being in the thread is what grants access, so a conversation only ever reaches the people you put in it.
Five roles, three internal and two external. Clients start with nothing. Collaborators start with reports and templates, and nothing else.
Editing the permission matrix is on Professional and Business. Every plan gets the five roles and their defaults.
When a question lands about who changed something, or when a file turned up, the answer is already recorded.
Four things, each of them a job you already do. No chatbot bolted to the side, and nothing that writes your reports for you.
Open a project and generate a plain-language read of where it stands: progress against the dates, what has happened lately, what is flagged, and what has changed since the last time you asked. Four lengths, from a 40-word headline to a detailed write-up. Download it as a PDF for free.
Every plan. One credit, two for detailed.
Describe the report you need and it drafts the whole thing: sections, fields, tables, checklists. Or point it at a template you already have and describe what should change. The draft loads into the builder for you to edit, and nothing is saved or published until you say so.
Professional and Business. One credit.
Setting a project up, tell it your trade and how you like to organise, and it proposes a tidy, consistent set of document categories or photo folders. Edit the names before anything gets created.
Every plan. One credit.
A help assistant that answers “how do I do this” using only Portal Worx’s own guides, so it cannot invent a feature that doesn’t exist. When it genuinely can’t answer, it sends your question to support and tells you a human will pick it up.
Every plan. Free, no credits.
Every summary is built from a view filtered to the person asking. Restricted categories, private folders and threads you are not in are never sent to the model, and your summary history is yours alone. So you can give a client AI access without giving them anything else.
The model is told to describe the current state and stop. No invented risks, no “you should”, no padding. If there are no documents yet, that is context rather than a red flag. You keep the judgement.
Smaller capabilities that quietly make every working day easier.
Set up your workspace in minutes. Bring in your team, your clients and your collaborators, all included in unlimited users, and run every project from one place.
