With the Onsite Companion + Constructive integration serving as a connectivity hub, you can offer best-practice, automated build communications, providing both clients and staff with a seamless and efficient digital experience.
Onsite Companion Client Portal Gateway
OnSite Companion offers a project workflow, contact relationship and document management solution for the Construction industry. Founded in 2002, Onsite Companion can automate your processes with workflow templates, tasks, communications, workplace health and safety compliance and resource allocation of trades and suppliers through all stages of the building life cycle.
Seamless integration with Constructive’s client-friendly Customer Portal means you can easily provide home-building progress updates to clients without double-handling information.
How it works
Using the Onsite Companion + Constructive integration, you can gain a connected client window where information is always up-to-date, creating an easy, online communication Portal with no extra work.
We spoke with James Camenzuli, Onsite Companion’s Platform Experience Manager, about how the systems work together.
“The Client Portal Gateway centralises two essential systems without having to increase technology spend,” says James.
“Once your workflows are set up, the selected activities’ progress are sent across automatically, along with any selected new or re-versioned documents, without any need for manual input.”
Next level customer service
James says builders currently utilising the OnSite + Constructive Portal integration “applaud the next level of customer service unlocked, without needing to increase their overheads, maintain two separate systems or manually provide updates.”
- Go paperless: Customers can see and download documents, such as contract plans, variations and handover packs — all pulled automatically from OnSite Companion through the integration.
- Make photos stored in OnSite instantly available to clients, providing visual updates during the construction phase.
- Drive automated, milestone-triggered surveys, (and ensure completion via integrated reminders), to make sure you are delivering excellent service.
- Make sure no request or question from your clients is missed with tracked and actionable communications.
One source of truth
James believes a Client Portal integration eliminates confusion for clients — and staff, too. “The client and the builder have one source of truth that is easily referenced and accessed, no matter the time of day or if it’s a weekend.”
“There’s no unnecessary double-handling as the live progress updating is automatic. You can eliminate mistakes from miscommunication.”
Customisable, client-friendly terminology
James says, “All activities sent can be pre-defined with alternate wording of your choosing to be more informative to your clients and assist them in understanding the process — along with what’s coming next.”
In the example below, you can see how the slab pour activity would be automatically translated into a client-friendly update.
Responsive automation for success
“Communicating each step of the building journey, photos of progress and what’s coming next predicts you’re going to be successful in keeping clients informed and happy,” says James.
“When specific tasks are completed in a job’s workflow in Onsite Companion, data is pushed through to the Client Portal which will generate a message to be sent to the client – automatically —so you know they are being kept up-to-date. This delivers better client relationships for your business and reduces the burden on your service team.”
Onsite Companion General Manager, Rod Killick, believes automation, in general, is great for any industry, not just construction. “It allows businesses of all shapes and sizes to identify constraints within their business and to resolve them, increasing accuracy and overall efficiency while decreasing time and money spent. It’s about being able to reduce your overheads while simultaneously unlocking new offerings and avoiding costly mistakes.”
Delivering better client communications
Keeping a client informed on how their home is progressing with on-demand access can prevent endless emails and calls, as well as position your company as transparent and proactive.
“Clients can access information, all in one spot, whenever and wherever it’s convenient for them. You can eliminate emails and calls back and forth asking for updates on where their build progress is at,” explains James.
“It’s a great marketing opportunity for the builder, too, as when the client is with their family and friends they can easily and conveniently show the progress of their new house — and how convenient it’s been to build with you.”
Ready to embrace integration?
Systems integration is important if you want to give clients a reliable and transparent experience in accessing the progress of their own home. Constructive and Onsite Companion provide a seamless gateway to transfer build progress updates directly into a client-friendly dashboard without double-handling any information.
