Customer Portal
A branded site where your customers help themselves, any time of day.
No per-user pricing for up to 50 users.
The Customer Portal is your own customer site, with your logo, accent colour and welcome message. It is built for phones first, and every feature can be switched on or off in Administration.
It works on the same records as your staff, so what a customer sees is always up to date.
No password to remember
Customers sign in with a six-digit code sent to their email. Codes are single use, expire quickly and are limited, and nothing is revealed about who is registered.
You decide who gets in
Invite people from the customer record, or allow anyone whose email is on file. Several people at a business can each have access, and you can switch anyone off.
Tickets
Customers follow progress in plain wording you choose, reply, attach photos and PDFs, and raise new requests.
Replies, not internal notes
Staff reply from a separate box. Internal notes never reach the portal, and the customer is emailed a link rather than the message.
Invoices and receipts
Unpaid invoices and the last 12 months, with PDFs, receipts and credit notes. You set how far back to show.
Quotes accepted online
Customers accept or decline a quote. Accepting needs a typed name and a fresh emailed code, and is recorded with the time as their signature.
Appointments
See upcoming and past appointments, cancel, or ask for a new one. You choose whether staff approve a time or confirm it later.
Contracts and warranties
See what is covered, response targets and when it renews, and raise a ticket under the contract. Internal breach detail stays hidden.
Their equipment
Show the equipment you hold for them, let them pick it when raising a ticket, or let them edit their own.
Consent and details
Customers manage their consent and contact details, with a fresh code for changes. Name and email changes can go to you as a request.
Gentle notifications
Emails when a quote is sent, an invoice is issued, a payment arrives or an appointment is booked, changed or cancelled, plus a reminder the day before. Each is switchable.
Staff can see what they see
View as customer shows a read-only copy of their portal, and every use is recorded.
Looked after
- Barred, inactive and erased customers cannot sign in.
- A customer can only ever see their own records.
- Staff are told about new tickets, replies, accepted quotes and appointment requests, with numbers and a link only.
- Customers can make a data request from the footer, alongside your privacy notice and terms.
- Only a session token is stored in the browser, so there is no cookie banner on the portal.
Works with
Customers
One complete record for every customer, personal or business, with their whole history in one place.
View module →Tickets
Every job and request in one place, with the whole story of each one on a single timeline.
View module →Quotes & Invoicing
Quote, approve, invoice and refund, all from one place and without retyping.
View module →Appointments
Book visits and jobs against a ticket, check people in and out, and bill the time on site.
View module →Contracts and SLAs
Support contracts, warranties and service levels, with the clock watched for you.
View module →Data Protection
Data protection built into the platform, so a data request is a routine job rather than a scramble.
View module →