Welcome to the Yankee Barn Homes Client Portal
CLIENT PORTAL OVERVIEW
We provide best-in-class service to our clients throughout the design process. Our Client Portal keeps us organized and on track. We love the ability to collaborate with clients so they feel involved and informed throughout the whole process. In our Client Portal, you will find all of your project documents, paperwork, invoices, and other pertinent information.
The summary is your homepage & dashboard – you will see new items
highlighted in bold to keep you up-to-date.
You can give us to-dos or we will assign one to you.
The calendar allows you to see where your project is & important dates.
The Daily Logs section keeps track of all our meeting notes. During the design process, this is where we will summarize any design meetings we have.
As new files are added, you will receive email alerts. If we need something by a certain date, we will set you up a to-do, and you can do the same.
If either of us have any videos to share this is where to find them!
During design process, you will see renderings of your home. In the production process, we will share photos of your home while it is being built in our shop!
You can send us notes here, or via email, whatever works best for you.
Once in the Production Process, you will see the options included with your Yankee Barn Home.
Download the “Buildertrend” app to access it on a smart device – get notifications when files are added!