A portal replaces email threads and attachments with an account where customers see their quotes, documents, appointments and progress, and can approve or ask for changes without a phone call.
What we deliver
- Customer accounts and sign-in
- Documents and downloads
- Project or service status
- Quote review and approval
- Appointments and change requests
- Messages and notifications
- Payments where appropriate
Technology & implementation
Customers sign in with a password or a single-use email link, which suits people who log in a few times a year. Each customer sees only their own records, a rule checked on the server for every request, and an action such as accepting a quote is recorded against the exact version they saw.
The portal usually shares its data with your internal system, so staff and customers work from the same information.