Portely
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Customer experience infrastructure for contractors

Build a signature onboarding portal
on your own domain.

Portely lets contractors embed a single button on their website and launch a branded project work board for homeowners. The portal guides approvals, documents, stakeholders, and sign-off—while tracking the journey end-to-end.

See the embed model Why this matters
Branded, domain-native portals Project lifecycle + approvals Journey tracking built-in
Customer experience

What if your customer experience matched your craftsmanship?

Premium contractors deserve premium technology. Your customers should never leave your domain or question your professionalism.

Your Domain, Your Brand

A customer portal that looks and feels like your company. Customers stay in your brand experience—no redirects, no generic software branding.

Zero Login Friction

Email magic link access. No password creation, no account setup barriers, no drop-off at the first step. Open the link, review, and move the job forward.

Multi‑Party Collaboration

Bring everyone into one shared work board—homeowner, spouse/partner, PM, insurer, and (optionally) counsel. Decisions happen in-context, not across scattered texts and emails.

Optional Legal Representation

Any party can appoint a representative (law firm, attorney, or agent) to review, comment, and sign on their behalf—without moving the project back to email.

Real-Time Progress

From estimate to contract signing, every step builds momentum instead of creating delays. Transparency drives decisions.

Performance Pricing

€75/month includes 1 finished deal (contract signed) each month. Then €150 per additional finished deal—only when Portely helps you close. No setup fees, no annual contracts.

Audit Trail & Timeline

Every comment, approval, and signature is timestamped. Keep an audit-ready record of who decided what, when—useful for handoffs, disputes, and claims.

Change Orders, Under Control

Scope changes happen. Update price and timeline, route approvals, and capture signatures in the shared work board—so changes don’t turn into disputes.

Built for your industry

Pre-configured workflows for project-driven teams

Choose a workflow to preview how Portely adapts to your world. Each module ships with pre-built steps, document packs, and approval routing—including optional representation when a party prefers to act via counsel.

Example workflow

Roofing & Exteriors

  • Capture scope + site photos, confirm materials and options
  • Stakeholders review and approve the decision package
  • Insurance / financing docs collected and tracked in one place
  • Permits + HOA sign-offs coordinated (where applicable)
  • Scheduling, material delivery, install window, final sign-off
Each workflow ships with the right checklist, document pack, and approval path. Invite insurers, property managers, or attorneys as needed—so decisions happen in one place.
Simple process

One button. One branded portal. One tracked journey.

The goal is not “another SaaS.” The goal is a better customer experience that makes the contractor look more professional than every alternative the homeowner will meet.

Embed

Add a “Start Project” button to your existing website. The button is branded and routes to a portal on your domain.

Onboard

Homeowners complete intake, upload photos, invite co-owners, and follow step-by-step approvals and requirements.

Manage + learn

Contractors guide the project lifecycle and get visibility into where homeowners stall, who needs to approve, and what’s missing.

Embedding model

Your client integration, in plain sight

This is the core business idea: contractors embed a button. Homeowners enter a contractor-native workflow. The backend stays invisible, while the journey becomes measurable.

Drop-in snippet (contractor website)
JS 
<script>
  window.PortelyConfig = {
    tenant: "roofbytom",
    primaryColor: "#1a365d",
    domain: "portal.roofbytom.com"
  };
</script>
<script src="https://cdn.portely.app/portal-sdk.js"></script>

<!-- Auto-initializes and creates branded portal -->
<button data-portal="start">Start Your Roof Project</button>

What this does (and why it sells)

  • Brand-native: the homeowner stays on the contractor’s domain, not a third-party portal brand.
  • Signature onboarding: each contractor can tailor steps and required approvals based on how work is actually executed.
  • Journey tracking: see where people stall (co-owner approval, insurance docs, municipality sign-off, scheduling).
  • Less back-and-forth: fewer calls, fewer “please resend,” fewer missing signatures at the end.

MVP note: the “Preview” action can route to a sample portal theme. Later, it can generate a real tenant sandbox with the contractor’s colors and logo.

Complexity, made visible

The shared work board that matches real projects

Real projects can involve homeowners, spouses/partners, insurers, lenders, HOAs, subcontractors—and sometimes attorneys. Portely is a shared work board that keeps every party (or their appointed representative) aligned on documents, approvals, and next steps.

Filter stakeholders to show how Portely can structure onboarding steps and approval paths. This is the visual that helps a contractor immediately “get” what is being built.

Municipality / local authority Permits, approvals, constraints, documentation
Homeowner + co-owners Multiple signatures, shared decisions, family approval
Neighbors / affected parties Access, safety constraints, acknowledgement if needed
Lender / bank Financing docs, draw schedules, approvals
Insurance Claim handling, evidence, scope alignment, approvals
Payment + contract signing Milestones, deposits, e-signature, change orders
General contractor Schedules, subcontractors, dependencies, coordination
Suppliers (materials/services) Lead times, deliveries, substitutions, warranties
Solar, skylights, gutters, antennas Optional workstreams and specialist installers
Supervision / inspections Safety, fire, electrical, compliance checks
Certificates / conformity bodies Quality attestations, documentation, warranties
Project sign-off Final handover, checklists, required signatures
Positioning note: Portely is “customer experience infrastructure.” Contractors are not buying software. They are buying a competitive advantage that makes them look more professional and easier to work with.
Pilot first

Start with a simple pilot. Expand as the portal proves value.

Early-stage pricing should stay flexible. The only thing that matters is proving that branded onboarding portals help contractors win more jobs by reducing friction and increasing trust.

Starter pilot

Free / 14 days
  • 1 branded demo portal
  • 1 workflow module
  • Up to 25 customer invites
  • 1 embed button
  • Basic onboarding steps
  • Manual onboarding support
Request access
Recommended

Production pilot

€75 / month
Includes 1 finished deal / month
+ €150 per additional finished deal

Finished deal = contract signed in Portely.

  • White-labeled customer portal (your brand, your URL)
  • 1-click access (email magic link, no passwords)
  • Shared work board: tasks, milestones, approvals, status
  • Invite stakeholders (partner/spouse, PM, insurer, attorney) with roles
  • Contract signing + audit trail
Talk to us

Scale

Custom / multi-crew
  • Multiple crews / locations
  • Advanced workflows + templates
  • Integrations (later)
  • Reporting and optimization
Discuss
Next step

Build the first contractor portal and make it real.

The fastest path is to ship one polished contractor-facing flow and one homeowner onboarding flow, then iterate using real project feedback.

Email for early access Review the embed model
Tip: keep portely.app as a crisp marketing page. Build the actual portal app separately once the workflow is confirmed.