Custom client portals
A portal your customers will actually use.
Give customers one place to raise requests, follow progress, see documents and pay invoices, under your own brand and linked to the systems you already use.
What's included
What a portal can do
Requests and jobs
Customers raise requests and see progress without calling you.
Documents
Quotes, reports, certificates and photos in one place.
Invoices
Invoices and statements, with a pay-now link.
Your brand
Your logo, colours and web address.
Linked up
Connected to ServiceM8, MYOB, Microsoft 365 or your own system.
Secure sign-in
Emailed sign-in links or passwords with multi-factor sign-in.
Switching to us
From first call to looked after.
Free health check
We look at your IT, or the process you want software for.
A clear plan and price
What's at risk, what to fix first and what it costs, agreed before we start.
We take over or build
We collect passwords, licences and renewals from your old provider, or build your software.
We look after it
Every ticket, renewal and hour in your client area.
Questions
Common questions
What does a portal cost?
It depends on what it needs to do. We scope it with you and give you a fixed quote before we start.
Who owns it?
You do. It runs on your website or hosting, and we look after it afterwards if you like.
Can it connect to ServiceM8?
Yes. We have built portals that show customers their jobs straight from field service software.
Have a project in mind?
Tell us what you'd like to build. We scope it with you and give you a fixed quote before we start.