Secure Client Portals | Corelentra Books

Transparent Customer Portal

Corelentra Books provides a secure, fully branded Client Portal for every customer. Enhance your credibility by allowing clients to view estimates, approve change orders, sign agreements, and pay invoices online.

Client Portal Advantages

Instant Auth Links: No passwords to remember. Customers access their secure portals via encrypted, single-click links.
E-Signatures: Legally binding digital signature capture on quotes and subcontractor work orders.
Integrated Card Payments: Connect your Square account to collect instant deposits or final invoice payments.
Message Logs: Centralized timeline logging all customer communications, updates, and PDF downloads.

Transparent Subcontractor Portal

Corelentra Books provides a secure, fully branded Subcontractor Portal for every subcontractor. Enhance your credibility by allowing subcontractors to view Installation Agreements, sign agreements, see which they are owed for, which they have been paid for and view their contracts online.

Subcontractor Portal Advantages

Instant Auth Links:Subcontractors access their secure portals via login credentials.
E-Signatures: Legally binding digital signature capture on subcontractor work orders.
Message Logs: Centralized timeline logging all subcontractor communications, updates, and PDF downloads.

White-labeled Hubs for Clients, Subs, and Suppliers

Corelentra provides white-labeled hubs specifically mapped to subcontractor rates and client balances:

Client Invoicing Portal: Direct secure token access links (`view.php?token=...`) allow clients to sign contracts and pay balances online via Stripe or Square.
Subcontractor portal: Subcontractors log in to check payout rates, sign assigned agreements, and track schedule details.
Vendor portal: Material suppliers check purchase orders and confirm delivery statuses.

Enhance Bookkeeping & Business Growth Opportunities

Integrated portals accelerate payment collection, improving your cash flow statement. Customers pay instantly online via Stripe or Square, and payments reconcile automatically with outstanding accounts receivable. Digital signature tracking provides bulletproof legal compliance, protecting your books during audits. The subcontractor dashboard ensures labor expenses are pre-negotiated and logged against specific projects, locking in margins. Automating client sign-offs and supplier communication saves hours of bookkeeper coordination, freeing up capital to scale your sales funnel.

Comparing Features: Corelentra Books vs. Legacy Map Estimators

Feature Capability	Corelentra Books	Traditional CRM's
All-in-One CRM & Invoicing	Included (Built-in)	Included
Customer Portals	Included (Basic Tier)	Requires Paid Sync Tool
Android IOS Apple Apps	Included (Basic Tier)	Sometimes Provided
Card Payment Portal	Included (requires Square or Stripe Connection) (Basic Tier)	Requires Add-ons
Secure Subcontractor & Vendor Portals	Included (With E-Signing)	Requires 3rd Party App
Secure Customer & Vendor Portals	Included (With E-Signing & Payments)	Requires 3rd Party App
Dynamic Materials Calculator	Included (With Custom Formulas) (Advanced Tier)	Not Available
Timesheets & Payroll Logs		High Monthly Fee Per Employee
Scheduling & Calendar Sync	Included (Advanced Tier)	Requires Paid Sync Tool or Add-Ons
E-Commerce WooCommerce Sync	Included (Premium Tier)	Requires Paid Sync Tool
Map Measuring Tool Admin & Contact Forms	Included (Premium Tier)	Requires Paid Sync Tool Requires Additional outsourced subscription