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Made in NZ · For NZ buildersYour client accepts, signs and picks finishes online
A read-only portal where the client accepts and e-signs the quote, approves variations, chooses finishes and pays a deposit — no login, no endless email chains.
No credit card · Cancel anytime · Works offline on site · Flat NZD pricing
One link, no login, no back-and-forth
Toolie gives each client a private portal link. They see a clean version of their quote — the price, what’s included, the plan — and can accept and e-sign it, approve variations, pick their finishes and pay a deposit, all without creating an account. You get a timestamped record of every decision against the job.
What the client can do
- Read the quote and accept it with an e-signature
- Approve or decline variations remotely — the margin-protecting paper trail
- Choose finishes and selections, so allowances become real choices
- Pay a deposit to lock the job in
What you get
- A timestamped record of viewed / accepted / changes-requested against the job
- No cost or margin shown — the client sees a clean, client-safe view
- Fewer “did you get my email?” loops; decisions land in the job
It’s part of quoting, not a bolt-on
The portal is the client-facing end of the quoting workflow — accept, sign, select and deposit all feed straight back into the job and the schedule.
More Toolie guides: payroll & timesheets, cashflow forecasting, subcontractor management, client portal · or the full feature guide. Start free at app.toolie.co.nz.
Common questions
What is a construction client portal?
It's a private link where your client can read the quote, accept and e-sign it, approve variations, choose finishes and pay a deposit - without a login. Toolie records every action (viewed, accepted, changes requested) against the job.
Can clients accept a quote online?
Yes - the client opens the portal link, reads a clean version of the quote and accepts it with an e-signature. The acceptance is timestamped against the job and can't be quietly changed afterwards.
Does the client see my cost or margin?
No - the portal shows a client-safe view with the price and what's included, never your cost or margin. You control what's shared.
Quote, comply and get paid — in one place
Start free today. Built around NZS 3604, H1, Healthy Homes & CCA 2002. One flat price for your whole crew.
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