A customer portal that gets quotes approved faster
Give your clients a single place to approve quotes, follow job progress, view their invoices, and raise new work orders — so quotes get signed off faster and you spend less of the week chasing email.
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24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
The problem it solves
Quotes sit unanswered in inboxes
A quote goes out as a PDF attachment and then it is silence. You chase by email and phone while the job — and the cash — waits on a signature that is easy to put off.
Clients keep asking where their job is up to
Status update calls and "any news?" emails interrupt the office. Without somewhere for clients to look, every question lands on your team.
Invoices and requests scatter across channels
Invoices over email, new requests by text, approvals over the phone. Nothing is in one place, so things get missed and the paper trail is thin.
How it works
- 1
Invite the client to their portal
Each customer gets a branded portal with a dashboard summarising their quotes, jobs, and invoices in one place.
- 2
They approve and track, you get on with work
Clients review and accept or decline quotes, follow job status and progress including technician assignments and photos, and view their outstanding invoices and payment status — without calling the office.
- 3
New work comes in cleanly
Clients raise new work orders through a form in the portal, so requests arrive with the detail you need instead of a vague voicemail.
What you get
- Branded customer dashboard
- Online quote approval (accept or decline)
- Read-only job progress and status visibility
- Technician assignment and job photo visibility
- Invoice access and payment status
- Customer-submitted work order requests