Add to any plan
One login where customers see every quote, invoice and job update
Customers log in to one place to see their quotes, invoices, job progress, documents and photos, instead of digging through old emails.
Simple on your side. Handled on ours.
Each customer gets a secure login
When you take on a job, the customer is invited by email to set up a login. They only ever see their own jobs, quotes and files, never anyone else’s.
Quotes and invoices in one list
Quotes and invoices sent through your site appear in the portal automatically, with their status, so customers can see what is accepted, due or paid.
You post job updates
Mark a stage done, add a short note or upload photos from your phone. The customer sees the update next time they log in and gets an email to say something has changed.
Documents stay in one place
Drawings, certificates, warranties and guarantees are stored against the job, so the customer can find them months or years later without asking you.
Why it matters
- Fewer chasing messages
- Customers can check where things are up to themselves, so you spend less time answering "any news?" calls while you are trying to get the work done.
- Paperwork is easy to find
- Gas safety certificates, electrical test results and product guarantees are all kept against the job, which helps the customer and saves you digging them out again.
- Bigger jobs feel better run
- On a kitchen or extension costing thousands, a clear record of quotes, stages and photos reassures customers they chose an organised firm.
Most useful for
Not on this list? It works the same for any business. Tell us what you do.
£299to set up
£99a month
3working days to launch
You approve it before anything goes live.
Designed from scratch, every word written for you, hosting and Google setup included. Or pay £1,795 once and £49 a month with no minimum term.
Customer portal: questions
How is this different from customer accounts?
Which plan includes the customer portal?
Are customer files kept secure?
Do customers get told when something changes?
Also included
Uptime monitoring
Your site is checked around the clock against a 99.9% uptime target. If it wobbles, we hear about it before your customers do.
Every planAutomatic daily backups
Your whole site is backed up every day and kept off-site. If something breaks, we roll it back to any recent day.
Every planOut-of-hours and emergency support
If your site is down or broken, we fix it - evenings and weekends included. Message us on WhatsApp or email and a real person replies.
Every planMonthly changes done for you
New prices, new photos, a new service: send a WhatsApp and we update your site for you. Changes are included every month.
Every planEasy website editor
A simple dashboard to write blog posts, swap photos, edit text and add services yourself. Nothing technical to learn - or leave it all to us.
Every planPhoto and media library
Upload job photos straight from your phone. They are compressed automatically and served fast, so your site stays quick on mobile data.
Let’s get your phone ringing.
£299 setup, then £99 a month. Live in 3 working days. Tell us what your business does - we reply the same working day.