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Portal Help Guide

Everything you need to get the most out of your client portal — signing in, adding it to your phone, turning on notifications, and messaging our team.

Open Your Portal Add It to Your Phone
01 — Start here

Using your client portal

Your portal is the home base for your project. It's where you'll follow progress in real time, review and approve documents, make selections, see photos from the jobsite, and talk to our team — all in one place, on any device.

You don't need to download anything to use it. Any link we email you opens your portal directly. Your portal is included as part of working with us — there's no cost or subscription to you.

02 — Access

Create a password

Most of the time you won't need one — just click the link in any email from us and your portal opens right up. You'll want to set a password if you plan to add the portal to your phone as an app, or if you'll be making payments through it.

If you're not signed in

The Maple Builds portal sign-in screen, showing the Create or Reset link above the password field.
Your sign-in screen — note the Create or Reset link just above the Password field.
  1. Go to your Maple Builds portal sign-in page.
  2. Enter the email address we used to invite you.
  3. Click Create or Reset above the password field. We'll email you a link.
  4. Choose your new password, then click Set Password.

If you're already signed in

The Profile screen showing the Set a Password section and the Send Verification Code button.
Your Profile screen — click Send Verification Code, then enter the emailed code and choose a password.
  1. Click your initials in the top right corner to open your Profile. (With more than one project, you can reach your profile from the main navigation.)
  2. Click Send Verification Code — we'll email you a one-time code.
  3. Enter that code in the Code field on your Profile.
  4. Enter your new password in the Password field.
  5. Click Save Changes at the bottom.
Your username is your email address — the same one we used to invite you to the project.
03 — On the go

Add the portal to your phone

Your portal works beautifully on a phone or tablet. We recommend saving it to your home screen so it opens like an app — one tap, no hunting for a link.

Set your password first. You'll need one to sign in on your phone — see step 02.

iPhone & iPad

  1. Open your portal in Safari or Chrome.
  2. Tap the Share icon — a square with an arrow pointing up. Depending on your iOS version, it's either visible along the bottom or top of the screen, or tucked inside the ••• menu.
  3. Scroll down and choose Add to Home Screen.
  4. Rename it if you'd like, then tap Add.
  5. Open your new portal icon from the home screen.
  6. Sign in, and you're in.

Android

  1. Open your portal in Chrome.
  2. Tap the More menu (⋮) in the top right corner.
  3. Choose Install App.
  4. Tap Add to Home Screen.
  5. Open your new portal icon from the home screen.
  6. Sign in, and you're in.
04 — Stay updated

Turn on notifications

You'll get updates in the portal and by email, and you can also receive them as push notifications on your phone.

The Push Notifications panel in your Profile, with the enable toggle and the Send Test Notification link.
The Push Notifications panel in your Profile — switch the toggle on, then send yourself a test.
  1. In your portal, click your initials in the top right to open your Profile. (With more than one project, reach it from the main navigation.)
  2. Find the Push Notifications section.
  3. Switch on the toggle so it turns green, then click Send Test Notification to make sure it's working.
Push notifications are per device and per browser — switch the toggle on for each phone or tablet you'd like alerts on.

Push notifications not coming through?

  • Make sure you've added the portal to your device's home screen.
  • Turn on push notifications from your Profile within the app.
  • Check that your device's software is up to date.
  • Still stuck? Remove the app from your home screen and add it again.
05 — Stay in touch

Send us a message

Questions, ideas, or a photo of something you spotted? Message us right from your project dashboard — it lands in our feed and notifies the team, so nothing gets lost in a text thread.

  1. Open your project in the portal and click the Dashboard tab.
  2. Find the Message tool at the top of the Activity Feed.
  3. Type your message in the box.
  4. Type @ to tag a specific person on your project's contact list.
  5. Attach photos or files with the Upload button.
  6. Click Post.

We'll be notified right away, and any reply comes back in the same thread — so the whole conversation stays in one place.

Something not working, or doesn't look right? Just reach out — call us at (512) 598-6491, or send us a message right from your portal. We'll get it sorted for you.