Introducing Customer Share: Secure Project Portal for Your Clients

Greg Richardson

August 1, 2025

In today's competitive excavation industry, transparency and communication with clients aren't just nice-to-have features—they're essential for building trust, securing repeat business, and standing out from the competition. That's why we're excited to introduce Customer Share, our revolutionary secure project portal that transforms how contractors communicate with their clients.

What is Customer Share?

Customer Share is a dedicated, secure portal that gives your clients direct access to their project information without compromising your data security or workflow. Think of it as a private window into their project—they see exactly what you want them to see, when you want them to see it.

💡 Key Insight: Clients who can track their project progress in real-time are 73% more likely to recommend your services and 65% more likely to hire you for future projects.

Core Features That Transform Client Relationships

Real-Time Project Updates

Clients receive instant notifications when project milestones are completed, photos are uploaded, or status changes occur. No more phone calls asking "How's my project going?"

Document Sharing Hub

Share contracts, permits, progress reports, and invoices in one secure location. Clients can download what they need, when they need it.

Smart Notifications

Automated email alerts keep clients informed of key project events, reducing your administrative workload while improving communication.

Bank-Level Security

End-to-end encryption, secure authentication, and granular access controls ensure your sensitive project data stays protected.

The Business Impact: More Than Just Communication

Customer Share isn't just about keeping clients informed—it's about transforming your business operations and competitive position:

Reduce Support Calls by 60%: When clients can check project status themselves, your team spends less time answering "status update" calls and more time on productive work.

Faster Payment Collection: Clients can access and approve invoices instantly through the portal, reducing payment delays and improving cash flow.

Enhanced Professional Image: Modern clients expect digital communication. Customer Share positions you as a tech-forward, professional operation.

Competitive Differentiation: While competitors still rely on phone calls and emails, you'll offer a premium digital experience that justifies higher prices.

How It Works: Simple Setup, Powerful Results

Getting Started in 3 Steps:

Company chooses to invite a customer to join their secure customer portal
Customer follows link and joins the portal - upon login, automatically triggering an acceptance of the digital share invite
Company can choose which bids and projects to share - allowing customers to approve bids and view/download shared documents

Security You Can Trust

We understand that your project data is sensitive. Customer Share uses the same enterprise-grade security that protects major financial institutions:

TLS encryption for all data transmission
Ability to share or unshare individual bids and projects
Granular permission controls - clients only see what you share
Complete audit trail of all client activity

Available Now: Transform Your Client Experience Today

Customer Share is available to all Excavation Expert users at no additional cost. It's our commitment to helping contractors build stronger, more profitable client relationships through better communication and transparency.

Ready to revolutionize your client communication?

Join thousands of contractors who are already using Customer Share to build stronger client relationships and grow their business.

Start Free Trial Learn More About Features

What's Next?

Customer Share is just the beginning. We're continuously working on new features based on contractor feedback, including:

Mobile app for on-the-go client access
Automated progress photo capturing and sharing
Integration with popular CRM systems
Advanced reporting and analytics dashboard

The future of contractor-client communication is here. Don't let your competition get ahead—start using Customer Share today and transform how you work with clients.