Clients & communication

Customer portal

Clients follow upcoming and completed visits in their own secure portal.

Give clients their own secure portal to follow upcoming and finished visits. They can see exactly what's been done and when, which quietly cuts the status calls and makes your service feel a notch more professional.

What does a customer see in the portal?

Clients get their own secure login showing upcoming and completed visits, what was done, and their documents and invoices. It answers the "did anyone come on Tuesday" question without a phone call, and it makes a two-person company look as organised as a national one.

What you get

  • Clients follow every visit
  • Upcoming and finished work
  • Fewer status calls

Where this shows up in your week

Property managers rarely doubt you — they just need to answer a tenant, quickly. Giving them somewhere to look for themselves takes a daily interruption out of your morning and a reason to shop around out of theirs.

A worked example

A facility manager with eleven sites stops emailing for confirmations. They open the portal, see Tuesday's visit and its photos, and forward the detail to the tenant who asked.

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