(01) What it is
Give your customers one place to see their jobs, documents, invoices and messages, instead of chasing emails. Your team gets the same view from the other side.
- Builders & trades
- Agencies
- Accountants & advisers
- Property managers
What you get
1. Secure logins
Each customer sees only their own information.
2. Documents & invoices
Quotes, contracts, invoices and files in one tidy place.
3. Job status
Customers check progress themselves, so fewer "how's it going?" calls.
4. Messages
Conversations kept with the job, not lost in someone's inbox.
(02) Try it
Plan your portal
Choose what your customers should see and preview the portal they'd log in to.
Hi Jamie 👋
12 Elm St renovation
Job progress
Framing done · 65%
Documents
Plans_v3.pdf · Contract.pdf
Invoices
INV-204 · Paid INV-211 · Due Friday
Messages
“Tiles arrive Tuesday” · 2h ago
A simple example to show the idea. Your real client portals would be built around your business.
Want this for your business?
Tell us what you need. We'll reply within one business day with a fixed quote and timeline.