Client Portal

Roovie includes a client-facing portal that gives building owners, property managers, and other stakeholders a window into the work being done on their buildings.

The portal is not a stripped-down dashboard with a few charts. It is a full collaboration environment where clients can track project progress, inspect 3D building models with zone-level detail, compare energy conservation scenarios, upload and receive documents, communicate with their service provider, and submit new project requests through customizable intake forms.

Operators control exactly what each client can see. Visibility is configurable per project, per resource type — so one client might see buildings and simulations but not reports, while another sees everything.

In One Line

A client-facing portal with project tracking, 3D building visualization, energy scenario comparison, document sharing, and direct communication — all under operator-controlled visibility.

What Clients See

Dashboard

The client dashboard is the landing page after login. It provides an at-a-glance overview of everything the client has access to:

• Summary cards showing counts of active projects, shared buildings, shared documents, and total submissions
• Attention banner highlighting submissions that need action (pending or under review)
• Unread messages indicator with a preview of the latest communication
• Active projects with status badges and visibility indicators showing which resources (buildings, simulations, reports) are shared on each project
• Recent buildings with name, type, location, and status
• Recent documents organized by source (client-provided versus provider-provided)
• Recent submissions with submission number, customer, type, status, and date

From the dashboard, clients can navigate to any section with a single click.

Projects

Projects are the organizing structure for client work. Each project has a status — not started, in progress, review, completed, or archived — and a set of shared resources.

The project detail view shows:

• Project metadata: customer, company, address, type, priority, description
• Shared resource summary: counts and visibility toggles for buildings, reports, simulations, and activity
• Linked buildings with simulation counts
• Simulation comparison charts showing baseline versus ECM scenarios with energy, cost, and carbon metrics
• Documents provided by both the client and the service provider
• Activity feed (if the operator has enabled activity visibility for this project)

Buildings

Clients can view shared buildings with rich detail.

The building list supports search and sorting by name, type, project, location, area, and status.

The building detail view includes:

• 3D viewer — an interactive zone visualization showing the building's geometry. Clients can orbit, zoom, and click zones to inspect them.
• Zone inspector — shows dimensions, type, surfaces, occupancy, and design temperatures for the selected zone
• Assemblies tab — wall, roof, floor, ceiling, and window assemblies with U-values, R-values, and layer details
• Materials tab — thermal properties for each material layer including conductivity, specific heat, and density
• Systems tab — HVAC equipment with system type, capacity, zone coverage, and equipment specifications
• Simulations tab — baseline and ECM scenario comparisons with monthly breakdowns
• Documents tab — documents linked to this building, separated by source

All building data is read-only. Clients can inspect but not modify.

Simulations and Energy Scenarios

When simulation visibility is enabled on a project, clients can see energy performance comparisons:

• Baseline simulation — the reference energy, cost, and emissions profile
• ECM scenarios — one or more energy conservation measure scenarios showing the delta from baseline
• Metrics — energy in kWh, cost in dollars, emissions in tons CO2
• Monthly breakdown — trend analysis across the year
• Hourly data — available for detailed review when needed

This gives clients a clear picture of what improvements are possible, what they cost, and what savings they deliver — without needing to understand the simulation methodology.

Documents

The document system supports two-way sharing:

• Client uploads — clients can upload supporting documents: specifications, utility bills, photos, permits, certificates, manuals, and more
• Provider uploads — operators share deliverables: reports, drawings, analyses, and specifications

Each document tracks its source (client or provider), type, category, tags, and associations with buildings and projects.

The document list supports filtering by source (all, client-provided, or provider-provided), searching by name, and sorting. Clients can view, download, and manage their own uploads. Provider documents are read-only.

The upload dialog supports drag-and-drop file selection with automatic type detection, category assignment, building and project linking, custom naming, and tags.

Fourteen document types are supported: proposal, contract, invoice, report, utility data, verification, drawing, specification, permit, certificate, manual, warranty, photo, and other.

Communication

A unified messaging thread connects each client with their service provider.

Messages support:

• Text content from either side (client, provider, or system-generated)
• File attachments with inline preview and download
• Context links — messages can reference specific projects, buildings, submissions, or documents so conversations stay connected to the work they relate to
• Support status tracking — new, open, waiting on client, waiting on provider, or completed

The sidebar shows an unread message count. The communication view supports searching messages by content, sender, or attachments, and filtering by message type.

Reports

When reports are shared on a project, clients can view report details including type, format (PDF or HTML), version, file size, creation date, compliance information (if applicable), and download the report directly.

Submission Forms

The client portal includes a complete submission intake system.

How Submissions Work

1. A client fills out a submission form — either from the portal dashboard or from a public intake link shared by the service provider
2. The submission starts in pending status
3. The service provider reviews and moves it to under review
4. The provider either accepts (which creates a project) or rejects (with a reason)
5. While a submission is pending or under review, the client can edit their responses

Dynamic Form Fields

Service providers define submission profiles with custom fields. Beyond the standard fields (customer name, email, company, phone, project address, description, and project type), providers can add:

• Text inputs, email fields, phone numbers
• Dropdowns and multi-select fields
• Checkboxes
• Monthly usage data fields (for utility information)
• Custom field groups and display ordering
• Required and optional designations
• Per-field visibility controls (admin-only versus client-visible)

This means each service provider can tailor the intake form to their specific workflow — an energy auditor collects different information than a retrocommissioning firm or a solar installer.

Submission Tracking

Clients see all their submissions in a filterable list with status badges. The detail view shows the full submission with all responses, status history, and — if rejected — the rejection reason.

Client Onboarding

New clients are onboarded through a structured flow:

1. The service provider sends an email with a portal link containing an access token and organization slug
2. The client clicks the link and is directed to the portal
3. The onboarding system creates a client organization, establishes the provider-client relationship, and claims the associated submission
4. The client lands on their dashboard with access to shared resources

The process is automated end-to-end. No manual account creation or permission configuration required.

Visibility Controls

Operators manage what each client can see through per-project visibility settings:

Resource	When Enabled	When Disabled
Buildings	Client sees linked buildings with full detail	Buildings section hidden
Simulations	Client sees baseline and ECM comparisons	Simulations tab hidden
Reports	Client can view and download shared reports	Reports section hidden
Activity	Client sees project activity feed	Activity section hidden

These controls are set per project, so the same client can have different visibility levels across different projects. Operators can grant or revoke access at any time.

Admin Preview

Operators can preview the portal as a specific client sees it. This allows verification that visibility settings are correct and that the client experience shows exactly what is intended before sharing access.

What Clients Cannot Do

The portal is designed for transparency, not editing:

• Clients cannot modify building models, simulations, or system configurations
• Clients cannot create or edit projects (only the operator can)
• Clients cannot see resources that the operator has not explicitly shared
• Clients cannot access the operator's workbench, agent workspace, or internal tools
• Clients can upload documents, send messages, submit new requests, and edit their own submissions

The boundary is clear: operators do the work, clients see the results.

What Makes This Different

Most building energy tools are designed exclusively for the practitioner. Sharing results with clients means exporting PDFs, sending emails, and maintaining separate communication channels.

Roovie's client portal is different:

• Clients get their own authenticated environment — not a shared link or a static export
• 3D building visualization with zone-level inspection is available to clients, not just operators
• Energy scenario comparisons are presented in terms clients understand (cost, kWh, CO2) without exposing simulation complexity
• Two-way document sharing replaces email attachment chains
• Built-in messaging with context linking keeps conversations connected to the work
• Submission forms are customizable per service provider
• Visibility controls give operators fine-grained control over what each client sees per project
• The portal works on mobile with a responsive layout

The portal turns the client relationship from a series of deliverables into a continuous collaboration. Clients stay informed, operators stay in control, and the work stays organized in one place.

Bottom Line

Roovie's client portal gives building owners and stakeholders a dedicated environment to track project progress, inspect 3D building models, compare energy conservation scenarios, share documents, and communicate with their service provider.

Operators control visibility per project with granular toggles for buildings, simulations, reports, and activity. Clients see exactly what they need to — detailed enough to be useful, controlled enough to be appropriate.

The result is a professional client experience that replaces scattered emails, static PDF exports, and disconnected spreadsheets with a unified portal built on the same building data that operators work with every day.