Customer portal
One place for your customers to see their quotes, visits and invoices
Every customer gets a page with your name and logo on it. The quotes and invoices you email sign them in, so there is no password to set or forget.
Shown with the demo workspace.
In the app today
Every plan, with nothing to switch on. Customers open it in any browser, on a phone or a computer.
- What is left to pay, at the top
- Booked visits with the day, time and property
- Quotes they can open and accept
- Completed visits, with the photos you took
More capabilities and examplesThe rest of the list, with examples from a working week.
More capabilities
- Invoices with how to pay
- A Request work form that already knows who they are
- One address to put on your website as Customer sign in
- Reset one customer’s access if a link goes astray
Examples
- A landlord checks which visits are booked this month
- A customer finds last quarter’s invoice without ringing you
- A managing agent sees photos of the finished hedge
- A regular asks for extra work from the same page
Explore related features
Customer managementEach customer with their contacts and properties, and the gate code and access notes on the property where you need them.SchedulingBook visits, set up weekly or fortnightly rounds, and see the whole team on one calendar.InvoicingTurn a quote into a job and a job into an invoice, one at a time or a whole round at month end. Record payments and see what is still owed.
Send your first quote today
Add a customer and price the job on your phone or computer. Free to start, no card needed.
Ask a question and we will show you round in ten minutes.