Your own branded portal for every customer
Invite your customers' contacts to a portal in your logo and colours. Each person sees exactly what you choose and acts on it straight away, from raising a new enquiry to approving a quote or paying an invoice.
Give customers answers whenever they need them
Commercial customers and regular clients want to know when you're coming, whether the quote's ready and what's due. The portal puts all of it at their fingertips, day or night, and lets them act on it in a click. Your office stays focused on the work.
Access tailored to every person
Portal access is set for each contact and kept completely separate from your team's accounts, and portal contacts are included at no extra cost. For each person you decide:
What they see
Enquiries, bookings, quotes and invoices, each switched on individually.
What they can do
Raise new enquiries, approve quotes or pay invoices, one permission at a time.
How far it reaches
Just the items they're named on, or everything for their organisation.
Which forms they use
Show your web forms inside the portal, so existing customers request new work from their own login.
Bookings, quotes and balance behind one login
The portal opens on a dashboard of the customer's bookings, enquiries, quotes and invoices, in your branding and on your own web address if you've set one up.
Welcoming a facilities manager
- 1Contact
Open the contact on the customer's record and switch on portal access.
- 2Permissions
Let them see bookings and invoices and pay online, and route quote approval to their finance director.
- 3Invite
JobTek emails them a link to set up their own login.
- 4Ongoing
Update their access whenever their role changes, with everything they've done kept on record.
Questions about the portal
Which plan includes the portal?
The customer portal is part of JobTek Professional.
Do portal users count as paid users?
No. Customer contacts using the portal are included free.
Can customers pay without logging in?
Yes. Every invoice is emailed with a secure link, and with JobTek Professional the customer can pay online straight from it.
See it through your customers' eyes
Add yourself as a contact on a test customer, switch on a few permissions and log in. You'll see exactly what your customers will enjoy.