Locating the Project Portal URL
You can find the Project Portal URL within the Primary Details section of any project:
Navigate to the top bar of the project page.
Select the second option (Project Details) to access the Project Portal URL.
Important: Each project has its own unique URL. While the portal layout and tab structure are consistent across projects, the content is project-specific.
Understanding the Project Portal
When the contact opens their personalized Project Portal link, they’ll be greeted with a series of tabs that mirror key project areas. Anyone with the Project Portal link will have access to this info, allowing for the contact to share project information. Here’s what each tab includes:
1. Status Tab
The Status Tab is the first screen the customer sees.
Current Project Status: Displays the current status from your internal ProLine workflow (ex: Appointment Scheduled, Under Review).
Primary Contact Info: Shows the name of the primary contact for the project.
Assigned Representative: Includes the assigned ProLine team member’s:
Full Name
Company Name
Email Address
Phone Number
Anyone with the Project Portal link will have access to this contact info, allowing for open communication with your team.
2. Events Tab
This tab provides a read-only view of the project’s calendar and scheduled events.
Calendar View: Displays all past and upcoming events.
Event List: Located next to the calendar, includes detailed info and status.
Color Coding: Events reflect the same color system used in your internal project Events tab..
3. Files Tab
This section allows customers to view important project files such as:
PDFs
Photos
Documents
Customers can:
Click to view files
Download items for their personal records
Access Control:
Only files marked as "Public" in ProLine will be visible on the portal. Private or restricted files will not be shown.
4. Quotes Tab
Customers can view all quotes that have been emailed to the primary contact.
Customers can:
View sent quotes
Download them
Access signed quotes for reference
Draft quotes for the project remain internal and are not visible.
This ensures they always have access to what they’ve reviewed and approved.
5. Billing Tab
The Billing tab is split into two sub-sections:
a. Invoices
View all invoices (sent, unpaid, partially paid, or fully paid)
Ensures transparency around billing and due amounts
b. Payments
View all recorded payments
Includes payment type: Cash, Check, ACH, Credit/Debit, etc.
Shows payment dates and amounts applied to invoices
Customers can also make payments directly through this portal.
6. Refer Us Tab
This powerful tab enables the primary contact to submit referrals of friends, family, or neighbors.
They simply fill out a form with the referral’s name and contact info.
Must confirm the referral has consented to be contacted by your team.
Once submitted:
The referral is automatically tagged with “Referral”
The lead is instantly created in your ProLine system for follow-up
This is one of the most impactful tools for generating inbound leads and building trust-driven growth.
Final Notes
The Project Portal URL provides your clients with real-time access to:
Project status
Scheduling visibility
Shared documentation
Financial transparency
Signed quotes
Referral capabilities
It’s a powerful part of the ProLine platform that enhances communication, builds client trust, and streamlines project management.