A client portal to replace email back-and-forth
Quotes, job updates and invoices lived across email threads and spreadsheets, and customers kept calling to ask where things were up to.
- Client
- A trades and services business
- Industry
- Trades and services
- Services
- Custom software, Client portal
Illustrative exampleThis describes a typical engagement, not a named client.
The challenge
- Customers had no way to check a job's status without calling.
- Quotes and variations were tracked in spreadsheets that drifted out of date.
The approach
- A secure portal where each customer sees their quotes, jobs and invoices.
- Staff update the job once, and customers are notified automatically.
- An internal dashboard shows every open job and what it's waiting on.
The outcome
Results will be published here once a client project like this is complete and the client has agreed to share them.