Client Portal
Your project,
in one place
Every YPDS client gets access to a secure Client Portal. Follow your project from your first appointment through your drawings and the stages that follow — without chasing anyone.
The Client Portal
Track Your Project Every Step of the Way
Your drawings, appointments, quotations, invoices and messages all live in one secure place, updated as your project moves forward.
Illustrative Client Portal view
What you can see and do
Everything listed here is part of the portal YPDS clients use today.
Project Status & Current Stage
See exactly where your project is — measured survey, design, planning or building regulations.
Project Timeline
A dated history of your project, from enquiry through to drawings and invoices being issued.
Drawings & Documents
Every drawing and document we issue, organised as existing, proposed and construction information.
Appointments
View your booked appointments and book your consultation and measured survey.
Quotations & T&Cs
Your fee proposal and terms, ready to read and accept online.
Invoices
See what has been invoiced and what has been paid.
Messages
Message us about your project. Messages stay attached to the project, not lost in an inbox.
Progress Updates
Follow progress as your project moves through each stage.
Getting access
Set up for you, as part of the project
There is nothing to install and nothing extra to pay. We set your Client Portal up when your project starts and email you your login details.
If you ever lose them, we can send you a fresh set at any time.
Ready to start
your project?
Get in touch today for a free, no-obligation quotation — and we will set your Client Portal up as soon as your project begins.
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