Every Client Portal, Updated Automatically

If you work for larger clients, you know the drill. They don't want emails. They want their portal updated: Verisae, Ostara, ServiceChannel, Maximo, or their own CAFM (computer-aided facilities management) system.

So your office does the same work twice:

• The job is updated in your system, then retyped into the client's portal
• Someone spends hours a day keeping portals in sync
• When things get busy, portals go stale, and stale portals look like missed SLAs
• You did the work on time, but the client's system says otherwise, and that's the version they believe

Their portal is their truth. Keeping it current shouldn't be a full-time job.

When a job changes status in your job management system, Build Concierge:

1. Spots the change the moment it happens. Scheduled, engineer on site, started, completed.
2. Pushes the update into the client's portal. Automatically, in the format their system expects.
3. Attaches the evidence where the client needs it. Completion details, report documents, whatever their process requires.
4. Does it for every client and every portal. Each in their own system of choice.
5. Flags anything that doesn't go through. So your team knows straight away, not at contract review.

• Clients who always know the status of their work
• SLA evidence recorded in real time
• Hours back every day
• Fewer penalties and disputes
• A contractor who looks effortlessly on top of every contract

Every update lands straight in the client's own portal, the system they trust, so it never shows stale information. The hours that used to go on retyping come back to your office, and your SLA evidence is recorded in real time, ready before anyone asks for it.

Every contract works differently, so the automation flexes to match:

Work orders in, updates out

Work orders from a client's CAFM system become jobs automatically, and status updates flow back the other way, so their portal always matches reality.

Full two-way sync

Faults raised in the client's system sync into your jobs, with follow-ups and completion notes flowing back automatically. Thousands of updates a year, none of them typed twice.

Multiple portals, one process

Each client's portal updates itself in its own format, and your team only handles the exceptions.

Simple status pushes

The same pattern works for lighter touches too, like updating a client's status to "invoice sent" the moment the invoice goes out.

Just three things:

• Build Concierge connected to your job management system
• Access details for each client portal
• A list of which statuses each client wants to see

We support you in connecting to your job management system. For each portal we use the same login your team uses to update it today, and we map your job statuses to exactly what each client's system expects, so their portal shows precisely what they want to see.

Step 1: Talk to us

Tell us which clients have portals, which systems they use, and what your team currently updates by hand.

Step 2: We build it with you

We connect each portal and map your job statuses to what the client's system expects.

Step 3: Test it live

We run real jobs through together, check the updates land correctly in each portal, then switch it on.