Customer Portal - Contractor Guide
How to invite customers to access their quotes, jobs and visits, job sheets, certificates, and invoices online.
Last updated: 17 September 2026
Business Plan Required: The self-service Customer Portal (signing in to see quotes, certificates and invoices) is on the Business plan. Approving or declining a quote from the emailed link works on every plan. Compare plans.
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
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Related Guides
Customer Notifications
Automatic emails about visits and job status, with a link into the portal
Certificates
Certificates delivered through the customer portal
Invoicing
Customer invoices visible in the portal
Quote to Invoice Workflow
End-to-end workflow view for customers
Field Service App
Field work that generates customer-visible records