Solutions · Client portals
A secure space where customers log in, track their work and find their documents. Branded to you, simple to use, and built to fit your process.
What you get
A portal cuts the back-and-forth. Customers self-serve the information they would otherwise email or call for.
A proper login, or a private tokenised link with nothing to remember, whichever suits your customers.
Customers see what is scheduled, in progress and complete, without having to ask.
A tidy record of work, files and invoices, in one place they can always get back to.
It looks and feels like your business, under your domain, not a generic third-party tool.
Renders the same on a phone as on a desktop, down to a tidy mobile layout.
Built on your stack and owned by you. No per-seat fees, no customer data on someone else's platform.
Proof
KC Landscapes gives customers a portal view of their property and the work carried out, fed live from the same platform their crews use in the field.
Heaton Group sends prospects a private, login-free proposal under their own domain, then tracks exactly how each one engages with it.
Questions
No. The portal works in any browser, and can be added to a phone's home screen if they want. There is nothing to install.
Yes. Access is by a proper login or a private tokenised link, and the data lives on your own platform, not a third-party tool.
Yes. It looks and feels like your business, under your own domain.
Book a 30 minute discovery call. We will tell you whether it fits and what it would take.