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APEX
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white-label client portal

The client side of every install, in your name.

Today APEX ships the partner and subcontractor portal, so the people doing the work share one workspace with you. Next comes the client-facing layer: your customer signs in at your address and watches their project move, without ever seeing your back office.

See where the portal is headed

what ships today

The partner and subcontractor portal is live.

The people on site already work alongside you in APEX, with the access they need and nothing they don't.

One shared workspace

Partners and subcontractors see the project, their tasks, and the field work, in the same place your team does.

Access that fits the role

Nine-role RBAC keeps every login scoped to what that person should touch, backed by tenant isolation under the hood.

Field work that lands

Site visits, photos, and sign-off flow straight into the project, so nothing waits in someone's inbox.

what's coming

A client portal in your name, end to end.

This is the plan for the client-facing layer. It follows the install the way your customer already experiences it.

01

Sign in

Your customer logs in at your address, under your brand.

02

Follow along

Live milestone progress from prewire through closeout.

03

See only theirs

Their project only, with internal cost and margin kept private.

04

Get the handoff

As-builts, training, and warranty packaged at closeout.

live today, and on the way

What you get, and what's coming.

A clear line between what ships now and what's in design. No surprises.

What you get

Live today
Partner and subcontractor portal sharing one project workspace
Client-controlled sharing with each partner's access set to View, Work, or Manage
Nine-role RBAC (owner, admin, PM, field ops, leadership, auditors, viewer)
Multi-tenant isolation so each account's data stays its own
Mobile field visits with photo capture and sign-off
An append-only audit trail across the project

What's coming

In design now
White-label client portal on your own custom domain
Per-tenant SSO with SAML 2.0 and OIDC, branded login
Client-scoped visibility so customers see only their project
Redacted BOM views that hide pricing, margins, and sourcing
One-click closeout bundle: as-builts, training, warranty, runbook
A client audit-trail view scoped to their tenancy

a look ahead

How the client portal will read to your customer.

A preview of the milestone view we're designing. This is the concept, not a shipped screen.

Client Portal · Northeast HQ Refresh

First Fix signed off. Rack population in progress, commissioning scheduled, handoff to follow. Your customer sees this, and only this.

See it in the demo

why it's built this way

Tenanted and branded, from the ground up.

The shipped foundation is what makes the client layer safe to build. Tenancy and roles come first, branding follows.

Built on real tenancy

Multi-tenant isolation already separates every account's data today, the groundwork the client portal sits on.

Private by default

The plan keeps internal cost, margin, and sourcing out of the client's view, with only line items and quantities shown.

Your brand, your domain

The client layer is designed to live at your address with your branding, so the experience reads as yours.

Want the client portal as it ships?

Start on the partner portal today and help shape what comes next. See the roadmap or talk it through with us.

Apply for beta access