Customer portal
Self-service quotes, invoices and status.
Replaces a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Every customer, every site, every job — one record.
Full history per customer with multiple sites, notes, tags, certificates and the complete timeline of quotes, jobs, invoices and messages. Import from your old software in one click.
Anyone in the office can pick up any customer call and know exactly what happened last time.
- Customers see their quotes, invoices, jobs and certificates in one place
- They can accept, pay, download a certificate or send you a message
- Cuts the "can you resend that?" emails to almost nothing
- Makes a two-van business look like a national one
Step 03 of the job: accepted
One tap on the quote link accepts it with a digital signature and pays the deposit by card or Apple Pay. The quote becomes a job, the job goes on the calendar, and the engineer is notified.
Customer portal is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does customer portal replace?
For most trade businesses, a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Does customer portal work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Customer portal is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and customer portal is switched on with your trade's templates already in place.
Put customer portal to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.