PP
Portal Project
portaltosuccess.com
● Now Available For Any Team That Installs Things

The install platform
that actually fits
your AV team.your security crew.your low-voltage techs.how you work.

Portal Project replaces the spreadsheet chaos, manual status chasing, and disconnected tools that slow down every install project. If your team puts things in buildings, Portal Project tracks it — from field to PM to final report.

100%Field-to-PM Sync
Manual Rollup
Device History

Free forever · No credit card · Upgrade when you're ready

portalproject.app / projects / westside-campus-av
Active Project
Westside Campus AV Install
77%
Conf. Rooms A–D
91%
Lobby Display Wall
68%
Boardroom AV
44%
NODE-041
PTZ Cam · CR-A
Complete
NODE-042
DSP Unit · CR-A
In Progress
NODE-051
Display · Lobby
In Progress
NODE-062
AVR · Boardroom
Not Started
Live Activity
09:31
J. Torres checked "Cable dressed" on NODE-042
09:31
Module progress → +2% · Gantt task rolled forward
09:28
Blocker #7 resolved — cable back-order cleared
12
Device Types Built In
500+
Devices Tracked
10×
Faster Handovers
0
Spreadsheets Needed

The Problem

Your current workflow is held together with duct tape.

Every install team hits the same walls. The tools weren't built for what you actually do.

01

Spreadsheet Sprawl

IP lists in one sheet, checklists in another, photos in a folder, notes in a thread. Nothing connects. Nobody trusts the data.

02

PM Blind Spots

Project managers can't see real field progress. Status updates come via texts and calls that arrive too late to act on.

03

Manual Rollup

Someone — usually you — manually tallies completion percentages across dozens of devices every week. Then reformats it for the client.

04

No Device History

When something breaks 6 months later, nobody can answer: who installed it, when was it tested, what firmware was on it, and who signed off.


The Landscape

You've tried the alternatives. They don't fit.

Spreadsheets
Painful
  • No real-time field sync
  • Manual progress rollup
  • No device-level history
  • Reports require reformatting
  • Zero connection tracking
PM Tools
Close But No
  • Not built for device-level work
  • No checklists per device type
  • No IP/network tracking
  • Overly complex for field crews
  • Expensive per-seat pricing
Portal Project
Built For This
  • Real-time field-to-PM sync
  • Auto progress rollup
  • Lifetime device history
  • One-click PDF reports
  • Full connection & power mapping
  • Custom device types
  • Built for field crews

Features

Every tool your install team actually needs.

Portal Project gives field crews a simple interface and PMs full visibility — without forcing either side to change how they work.

Excel Import

Drop in a spreadsheet and your project builds itself — folders, modules, devices, IPs, connections all auto-wired.

Smart Checklists

Each device type gets its own commissioning checklist. Completion rolls up from item → device → module → project instantly.

Connection Visualizer

Map every data link, downstream connection, and power feed across the entire project. Drag, filter, and trace visually.

Device Builder

Create custom device types with their own icon, SVG, checklist, network fields, and connection rules.

One-Click PDF Reports

Generate scoped, filtered commissioning reports with live preview. Professional handover docs in seconds.

Network Tracking

IP, subnet, gateway, device address, notes, photos — all on the device card. Click an IP to copy it instantly.

Blueprint Workflows

Pin devices on floor plans and as-builts. Field crews see exactly where devices go, PMs see what's done visually.

Mobile Field Access

Update status, check off items, and add notes from the field on any device. Project stays current in real time.

Encrypted & Secure

AES-256-GCM encryption for project files. Industry-grade security with row-level data isolation per org.


How It Works

From first device to final handover.

Four steps. No training required. Your team can be running on Portal Project by tomorrow.

1

Import or Build

Drop in an Excel sheet or manually build your project structure.

2

Configure

Assign IPs, addresses, connections, and power feeds across devices.

3

Commission

Crews work through checklists in the field. Progress rolls up automatically.

4

Hand Over

Generate a professional PDF report with one click. Filter, scope, done.


The ROI

Your time is worth more than formatting cells.

▸ Portal Project — Live Session
09:14Tech imported 247 devices from site spreadsheet
09:15Auto-mapped 18 modules across 4 buildings
09:16Connection visualizer built 312 links
09:31J. Torres completed NODE-041 checklist (6/6)
09:31Project progress → 77%
09:42PM exported PDF report for client review
09:42Total time: 28 min (vs ~6hr manual)

The math is simple.

Every project you run with Portal saves hours on documentation alone. Multiply that across your team's projects per year. Then factor in the errors you won't have to fix, the client reports you won't have to reformat, and the close-out meetings that take 15 minutes instead of two hours.

See Pricing →
6hrs
Saved per project
85%
Fewer report errors
Faster close-out
100%
Team visibility

Pricing

Free to start. Pro when you're ready.

Solo is free forever. Upgrade to Pro per builder — viewers are always free. No per-device charges, ever.

MonthlyAnnualSave ~20%
Solo
Free
Full app experience with local data. Cloud-authenticated — sign up, start tracking installs, and export professional reports. Upgrade when you need cloud sync or collaboration.
1 User · Local Data
  • All 13 built-in device types
  • Unlimited custom device types
  • Connection Visualizer
  • Blueprints Viewer & pin placement
  • .ptl encrypted import / export
  • PDF reports (watermarked)
  • PDF text extraction & OCR
Get Started Free
Plus
$79 / builder / mo
For large integrators and national accounts. Everything in Pro plus white-label reports, dedicated support, and custom onboarding. Annual billing only.
Per Builder · Unlimited Viewers
  • Everything in Pro, plus:
  • White-label PDF reports
  • Custom onboarding & training
  • Email support
  • SSO & audit logs (coming soon)
Upgrade to Plus
Why Portal Wins
Viewers are free. Always.

PMs, GCs, owners, and stakeholders see your projects at zero cost

  • 10 builders + 20 viewers = $390/mo
  • Other tools charge for every seat — viewers included
  • Device-type checklists built in
  • No per-device or per-project fees
  • Transparent pricing — no sales demos
  • Start free, upgrade when ready
Powered by Stripe Payments processed securely by Stripe · Cancel anytime · Solo free forever

FAQ

Common questions, straight answers.

What kind of teams is Portal Project built for?

Any team that installs things — AV, IT, security, low-voltage, MEP, equipment, signage, or otherwise. If your work involves devices going into a space, checklists, field crews, PM oversight, and client reporting, Portal Project fits.

Does it work offline on the jobsite?

Yes. The desktop app (Windows) is built offline-first. Field crews can use checklists, blueprints, and notes without a connection. Changes sync when connectivity is restored.

How is this different from general PM tools?

Generic project management and construction tools aren't built for device-level work. Portal Project is built specifically around install tracking, field commissioning workflows, and the field-to-PM pipeline that integrators actually use.

Can I try it before paying?

Solo is the full core product — free forever. No credit card, no trial countdown, no feature timebombs. Use it as long as you want. When you need cloud sync, collaboration, or blocker tracking, upgrade to Pro.

Where is the app hosted vs this site?

The application lives at portalproject.app. This site handles plan selection and onboarding. After purchase you'll be directed to portalproject.app to set up your workspace.

How does per-builder pricing work?

You pay per builder seat — the people actively creating and managing projects. Viewers (PMs, GCs, stakeholders, clients) are always free and unlimited. Add or remove builder seats anytime; changes are prorated.

Is my data secure?

AES-256-GCM encryption at rest, row-level security per organization via Supabase, and all data is yours — export anytime.

What happens to my data if I cancel?

Your project data, device history, and reports are yours. Export everything before cancellation. Data is retained for 30 days after account closure.


Get Started Today

Replace the mess.
Run better installs.

This isn't another tool to stack on top of your current workflow. It's the system designed to replace the chaos entirely — from first device to final handover.

Free forever on SoloNo credit card requiredViewers always freeOffline-firstBuilt for install teams