The Roovie Client Portal
Every submission, every project, every building, every simulation, every report — delivered to your client in one branded portal. Public intake on one end, secure share links on the other, live 3D models and messaging in between. No PDF graveyards. No email attachments.
▸ One dashboard, one source of truth
When your client signs in, Roovie meets them with a live summary of everything shared with them: active projects, pending submissions, shared buildings, recent documents, and unread messages. No hunting through folders. No "did you get my email?" No ambiguity.
Roovie scopes every query, every widget, and every link to the signed-in client. They only see what you've shared. They see all of what you've shared.
The same building you model, zone, and simulate in the internal workbench is the building your client sees — with the layers you've chosen to expose. No export step.
Per-organization slug, your logo, your colors, your intake fields. The client sees your brand — Roovie is the engine underneath.
▸ Why we built it
The gap between modeler and owner usually collapses into a chain of emailed PDFs and shared drives. The portal closes that gap. One URL. Every deliverable. Permissions you control.
▸ Six surfaces · one portal
The client portal isn't a stripped-down modeler. It's a purpose-built client experience — six focused surfaces that mirror how your customers actually consume your work.
Summary metrics, active projects, recent buildings, recent documents, attention banners for pending items, and unread message previews — all in one scroll.
Public intake forms per org slug, dynamic fields (text, number, currency, date, select, multi-select, boolean, monthly usage), status tracking by access token, and editable fields until the provider closes the loop.
Accepted submissions roll into projects. Visibility is toggle-granular: buildings, simulations, reports, and activity each independently shared — or not. Status badges stay live as the work moves.
The full building workspace — overview, zones, systems, assemblies, materials — plus a dynamic 3D / interactive viewer. Owners see what the modeler built, exactly as it was built.
Clients upload what you asked for — utility bills, plans, spec sheets. Providers push deliverables — reports, certificates, backup. Sourced and grouped so “from you” and “from provider” are never confused.
A single conversation between client and provider — no more chasing email chains. Unread counts, last-message previews on the dashboard, and attachments that live alongside the project they belong to.
▸ The building, interactive
The same digital twin your modeler builds lives in the client portal. Rotate it, click a zone to see its schedule, inspect an assembly, drill into a material. Clients don't read a report about the building — they explore it.
Overview, zones, systems, assemblies, materials — mirrored one-for-one from the modeler's workbench. Nothing abstracted away.
The viewer is rendered, not a static image. Click a zone, see its schedule. Click an assembly, see its layers.
System diagrams rendered inline — AHUs, zones, plant equipment — with the property sheet a click away.
Material preview cards include texture thumbnails and thermal properties. The client sees what's in the wall — literally.
▸ Deliver the report · keep the thread
For clients who sign in, reports live permanently in the portal — versioned, downloadable, drillable. For one-off stakeholders, every report can be turned into a password-protected public share link with an expiration date. Same data, two surfaces, one source of truth.
▸ Communication
The portal doesn't replace email — it replaces the scavenger hunt around it. Every message is scoped to the right organization, the right project, and the right deliverable. Attachments live where they belong.