Property Portal
Project records and customer communication in a shared workspace, with explicit control over information visibility.
Create a Journal update, select its visibility and compare the owner record with Client view.
Flare is coming soon. Assisted steps are scripted examples, not a live service. About the sample data · Manual updates are saved in this browser. The Journal reset control restores the sample records.
PROJECT UPDATE / REVIEW / RECORD
From instruction
to a reviewed update.
Follow a sample project update from the owner’s instruction through review, recording and the customer view.
A project update begins with the owner’s text or call.
PROPERTY PORTAL / IN YOUR HANDS
Project operations.
In one workspace.
Use the workspace to review projects, estimates, crew reports and customer updates. Guided assistance operates on the same sample records.
Opening the builder workspace…
Navigate using the workspace tabs. Internal records and shared customer information remain distinct.
Shared records.
Controlled visibility.
In this scripted example, a simulated Flare update appears in the project journal and Client view after review. Internal notes remain in the owner workspace. The same records and controls are available in manual mode.
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