Installer customer portal

Customers receive the quote by email or SMS, tap the link, log in (or self-register if it’s their first time), review the line items and one-tap accept or decline. Acceptance triggers the install workflow immediately; declines capture a reason so you see why deals don’t close.

Each job has its own status page in the portal: current stage, the team’s contact details (revealed after quote acceptance), the appointment date. Status updates as your team works the job; customers see it live without phoning. Customers review and accept quotes, follow their job’s status, book appointments, message your team, see their documents and pay online, all in one place (Pro and above). They cannot raise support requests through the portal.

Every customer-facing screen is responsive: no app to install, full functionality on every device. Non-English customers see the portal in their language and the choice persists across sessions. Combined with white-label branding (Pro plan and later), the portal feels like a premium piece of your business, not a generic SaaS tool.

Customers will be able to book a maintenance visit on an existing install, log an issue, or request a follow-up, straight from the portal. No need to ring the office or hunt for the original installer.

Organisations that commission installs on behalf of others (housing associations, estate agents, fleet operators, B2B distributors, charge point sponsors) get their own login. One view of every job they have commissioned, and nothing belonging to anyone else.

Customers with multiple properties or sites will see them all in one list: every install across their estate, each with its own history and documents. Whether you’re a landlord with five rental properties or a fleet operator managing depot chargers, the portal scales with you.