Features
Client Portal
Eliminate the approval bottleneck. Get your field tickets, change orders, and estimates signed digitally so you can invoice faster and improve your cash flow.
Looking to approve a document?
Log in to the Client Portal here →
Accelerate Cash Flow
Stop waiting weeks for a paper ticket to make it from the job site to the office. Route field tickets, estimates, and change orders directly to your customer’s inbox for a digital signature and join the crews getting 91% of their tickets approved on the first try.
Navigate Complex Approvals
Working with large clients means dealing with red tape. Keep projects moving by submitting documents to up to 5 approvers. Have them approve sequentially or require just one signature from a pool of approvers. Match their compliance without the admin headache.
Stop Chasing Statuses
Ditch the spreadsheets and endless follow-ups. See which documents are pending, approved, partially approved, declined, or expired, so you know exactly where your unbilled revenue is sitting.
About Client Portal
Keep projects moving
Think of the Client Portal as a revenue accelerator. By giving your customers a clean, branded, and secure portal to review and stamp work, you remove the friction that delays your payouts.
Total Control Over the Workflow
Don’t just fire off an email and hope for the best. Customize the entire approval journey in a few clicks. Select “Send for Approval” and edit the following fields so your document lands on the right desk at the right time:
- Number of days before expiry
- Number of Approvers (up to 5)
- Execution order
- Approver information
- Notification preferences
Multiple approvers
Aimsio adapts to your client’s hierarchy. Need a site supervisor, a project manager, and a finance director to sign off in that exact order? Done. Just need a quick stamp from any available site rep? We handle that too.
Easily add new Approvers as needed
Aimsio automatically pulls from your existing customer database so you aren’t hunting for email addresses. Your client put in a new supervisor on site today? Add them as a new Approver in a few clicks.
Real-Time “Ready to Bill” Alerts
The second a client signs off on a ticket or approves a change order, you know. Register for SMS or Email alerts so your billing team can instantly flip that approved work into an invoice while the ink is still (digitally) wet.
Find this feature in the following plans
- Aimsio Lite
- Aimsio Essentials
- Aimsio Performance
- Aimsio Ultimate
Are you using Aimsio to approve your vendor’s tickets?
You already know how easy it is to review, stamp and sign off on field work using our portal. Imagine giving that exact same experience to your own customers.
Other Features
Explore some other features
Take a look at all of Aimsio’s features
Change Orders
Formalize, document, and track approval for changes to project scope, schedule or cost with detailed breakdowns for client approval.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Tickets
Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.
Timesheets
Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.
Job Performance and WBS
Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.
Integrations
Unlock your full potential with integrations
Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.
Want to see this feature in action?
Get a personalized demo with us to learn more about how this and other features can evolve your field operations.