Documents scattered across texts
The quote is in a text, the invoice in an email, the certificate in a photo on your camera roll.
Customer portal
Stop resending documents by text message
Every "can you send me that invoice again?" is five minutes you will not get back. A customer portal answers it once, permanently.
Included from the Professional plan
Melbourne-based, on the ground across the south-east and northern suburbs, with support in Canberra and remote setup Australia-wide.
What customers actually search for
- customer portal for trade business
- client login quotes invoices
- job history portal tradie
- customer document portal
- client portal small business Australia
The admin nobody counts is the re-sending: the quote from March, the invoice for the insurer, the compliance certificate the property manager needs today. A portal turns all of it into a link you send once.
The problem
The re-sending tax
Repeat customers with no history
They ask what you did last time and what it cost, and you genuinely cannot remember.
Property managers chasing paperwork
Agents and insurers want documents now, and every request interrupts a job.
It looks small-time
Bigger operators give customers a login. Texting a photo of an invoice does not compare well.
What you get
What customer portal includes
Private customer login
Each customer sees only their own quotes, invoices, jobs and documents.
Full job history
Every past job, quote, invoice and note in one place — for them and for you.
Documents and certificates
Compliance certificates, warranties, safety data and manuals stored against the job.
Before-and-after photos
Job photos attached to the record, which settles most disputes before they start.
Pay from the portal
Outstanding invoices visible with a pay-now button, so chasing gets easier.
Approve quotes and variations
Pending quotes and variations sit in one place waiting for a decision.
How it works
Four steps, and you are live
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01
Decide what customers see
Quotes, invoices, photos, certificates — you choose what is visible.
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02
Brand it
Your logo, colours and domain so it feels like part of your business, not a third-party tool.
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03
Connect the records
Wired to your CRM so jobs, quotes and invoices appear automatically with no double entry.
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04
Roll it out
Existing customers invited by email, and new customers get access from their first job.
Where we work
Melbourne-based. Australia-wide.
We are based in Melbourne and work on the ground across the city's south-eastern and northern suburbs. We support businesses in Canberra, and we set up trade businesses remotely right across Australia — same build, same price, same week.
FAQ
Customer Portal — common questions
They can log in with a secure link sent to their email, so there is no password to forget. A full login can be enabled for repeat and commercial customers.
Yes. Agents and commercial customers can be set up to see every job across all their properties, which is exactly what makes them stick with a contractor.
Yes, with payment gateway setup in place. Outstanding invoices show a pay-now button, which is materially easier than chasing.
Each customer sees only their own records, access is over HTTPS, and links expire. You control what is visible.
No — invoices are still emailed. The portal is where everything lives permanently, so nobody has to ask you to resend anything.
The customer portal is included in the Professional plan ($399 setup, $129/month).
Works well with
Ready to get set up?
Customer Portal is included from the Professional plan. Tell us about your business and we will come back within one business day.
- No lock-in contract
- Live in about a week
- You own everything