Customer Portal - Contractor Guide
How to invite customers to access their quotes, certificates, and invoices online.
Last updated: 20 May 2026
Business Plan Required: Customer Portal is available exclusively on the Business plan. Upgrade your plan to enable this feature.
The Customer Portal allows your customers to:
What Customers Can Do
- •View and approve/decline quotations
- •Download issued certificates (EIC, EICR, Fire Alarm, etc.)
- •Track invoices and payment status
- •Access documents 24/7 without contacting your office
Benefits for Your Business
- •Faster quote approvals
- •Reduced admin time answering "where's my certificate?" calls
- •Professional customer experience
- •Automatic activity logging for compliance
Need More Help?
If you're stuck or need assistance, our support team is here to help.