Things we've built
A customer portal that answers the question before they ask it.
Every new customer got the same twelve emails asking for the same documents, then rang up a fortnight later to ask where things were. We gave them one place to log in, see everything and get on with their day.
Try it
Have a look around as the customer.
Upload what's missing, approve the quote, pay the deposit and send a message. Watch the progress bar do the job your inbox was doing.
Hello Sam
Loft conversion · job LR-2841
Where things are up to
The answer to the phone call you'd otherwise be taking.
- Enquiry
- Survey booked
- Quote sent
- Work scheduled
- Done
Recent activity
- Survey booked for Tuesday 4th, 09:00
You probably need one of these if...
Half your inbox is 'any update?'
People aren't being difficult. They just have no way of seeing what's happening, so they ask.
The same documents get asked for twice
Sent to the wrong person, buried in a thread, or attached to an email nobody can find now.
Quotes sit unanswered
Not because the answer's no. Because approving it means finding the PDF and writing a reply.
Everything lives in one person's head
When they're off, nobody can tell a customer where their job is up to.
What a good portal actually does.
Most portals are a login and a folder. The value is in everything the customer can finish without ringing you.
Where things are up to, plainly
A progress view in your customer's language, not your internal stage names. It updates itself as the job moves.
Everything you need, collected once
Documents, photos, measurements, forms. Uploaded from a phone, checked as they arrive, never asked for twice.
Quotes read, approved and signed
Approval in one tap with a proper audit trail, so the job can start the same day instead of next week.
Payments handled in the same place
Deposits, stage payments, balances and receipts. No separate link, no bank details in an email.
One thread per job
Messages tied to the work, visible to whoever picks it up, logged against the record without anyone copying it over.
Bookings and changes built in
Pick the visit, move it, add another. The diary and the customer stay in step automatically.
Wired into what you already run
CRM, job management, accounts, storage and email. The portal is the front, your systems stay the source of truth.
Yours, not a rented template
Your brand, your language, your rules about who sees what. Built for how your business actually works.
Tell us what your customers keep asking you.
The same three questions, over and over, usually at five to five. That's the portal, more or less, and it's a short conversation to scope.