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Opscel Customer Portal

Let Customers Approve Quotes and Download Certificates—Anytime

Stop chasing customers for quote approvals. Stop emailing the same certificate three times. Give your customers a secure portal to view quotes, see upcoming visits and job progress, approve with one click, and download certificates and job sheets 24/7 — and let Opscel email them automatically when a visit is booked or a job is done. Faster approvals, fewer admin calls, professional experience.

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30 seconds
Quote approval time vs. 3 days via email chase
0 passwords
Magic-link sign-in, 48-hour links, 30-day sessions
Every 10 minutes
Visit and job changes emailed to site contacts automatically
See it

What your customers see

Dashboard

The dashboard a customer lands on: pending quotes, certificates, invoices and what's coming up next.

Quote approval

Good / better / worse tiers, a typed-name approval and the deposit due — all in one screen.

Documents

Certificates, job sheets and invoices, always available — no re-sending an attachment by email.

Email notification

Sent automatically, in your name, the moment a visit is booked — with a button straight into the portal.

Screenshots

The real thing

Customer portal dashboard with pending quotes, certificates, invoices and an upcoming visit

The dashboard a customer lands on: quotes to review, certificates, invoices, and the next visit with date, time, site and engineer.

Customer portal jobs list with Scheduled and Completed tabs

Scheduled and completed jobs, each with its site, date and how many visits and job sheets it has.

A job page in the customer portal linking its quotation and visits

Every job links its quotation, visits, job sheets, certificates and invoices in one place.

The "Your visit is booked" email a customer receives, rendered from the real template

Sent automatically in your name when a visit is booked, moved or cancelled — no login needed.

Process

How it works

1
Enable Portal Access for Contact
Go to customer record, Contacts tab, find contact with email address. Toggle "Customer Portal Access" on. System validates email exists before allowing.
2
Send Portal Invite
Click "Send Invite" button. Contact receives branded email with magic link valid for 48 hours. Link includes your company name, instructions, secure token. Delivered via Resend in seconds.
3
Customer Signs In
Customer clicks link in email, signed in automatically (no password needed). Sees dashboard with pending quotes, active certificates, outstanding invoices. Session lasts 30 days before requiring new magic link.
4
Customer Approves Quote or Downloads Cert
Customer reviews quote, clicks "Approve", enters full name to confirm. Status updates in Opscel instantly. Or downloads certificate PDF for insurance/compliance. All actions logged with timestamp and IP address.
5
Monitor Activity Log
Settings → Portal Activity shows all customer interactions: logins, quote views, approvals, declines, certificate downloads. Filter by contact, date, action type.
Benefits

Who it's for

Business Owners
  • Faster quote approvals—customers approve online in 30 seconds, not 3 days via email chase
  • Fewer admin calls—customers download certificates themselves at 2am if needed
  • Professional customer experience—positions you as modern, tech-forward contractor
  • Activity logging for disputes—prove customer viewed quote on Tuesday at 3pm
  • Instant revocation—toggle portal access off, all sessions end immediately
  • Business tier feature—differentiates your service from competitors still using email attachments
Office Managers
  • One-button invite delivery—toggle access, click send, customer receives email in seconds
  • No password resets—magic links mean zero "forgot password" support calls
  • Certificate self-service—customers download PDFs themselves, stop resending via email
  • Quote status transparency—customers see pending/approved/declined, fewer "what happened?" calls
  • Granular access control—enable per contact, not per customer (property manager yes, maintenance guy no)
  • Activity log shows who viewed what when—complete visibility into customer engagement
Field Engineers
  • Customers approve quotes faster—means jobs start sooner, less downtime between work
  • Certificate questions go to portal—customers find certs themselves, stop calling you on-site
  • Transparent service history—new contact at customer site sees all past work instantly
  • Professional reputation—customers impressed by modern portal vs. email attachments
Capabilities

What it does

One-Click Quote Approvals
Customer receives quote via portal, reviews line items, clicks "Approve", enters name, done. No printing, signing, scanning. Quote approval takes 30 seconds instead of 3 days chasing via email/phone. Status updates in Opscel instantly.
Magic Link Authentication (No Passwords)
Customers click link in email, signed in automatically. No password to create, remember, or reset. Links expire after 48 hours for security. Sessions last 30 days. Request new link anytime—takes 10 seconds.
Certificate Self-Service Download
Customer needs EICR for insurance? They log into portal, find certificate, download PDF. 2am or 2pm—doesn't matter. No waiting for office hours, no "can you resend that cert?" emails.
Automatic Visit and Job Updates by Email
Switch on Customer notifications and your customers hear from you the moment a visit is booked, moved or cancelled, get a reminder the evening before, and are told when the job is completed. Sent to the job's site contacts in your name, no login needed; portal users get a button straight into the job. Team and Business plans.
Jobs, Visits and Job Sheets
Customers see their scheduled and completed jobs, an upcoming-visits card with date, time and the engineer's first name, and every completed job sheet as a PDF. Each job page links its quote, visits, sheets, certificates and invoices. Nothing internal leaks: no costs, notes, GPS or photos.
Automatic Visit and Job Updates by Email
Switch on Customer notifications and your customers hear from you the moment a visit is booked, moved or cancelled, get a reminder the evening before, and are told when the job is completed. Sent to the job's site contacts in your name, no login needed; portal users get a button straight into the job. Team and Business plans.
Jobs, Visits and Job Sheets
Customers see their scheduled and completed jobs, an upcoming-visits card with date, time and the engineer's first name, and every completed job sheet as a PDF. Each job page links its quote, visits, sheets, certificates and invoices. Nothing internal leaks: no costs, notes, GPS or photos.
Activity Logging for Compliance
Every portal action logged: who viewed which quote, when approved, IP address, timestamp. Customer claims "never saw that quote"? Activity log shows they viewed it Tuesday at 3pm. Dispute-proof audit trail.
Granular Access Control Per Contact
Enable portal access per contact, not per customer. Property manager gets access, maintenance guy doesn't. Toggle on/off anytime. Revoke access instantly—all sessions end immediately. Complete control over who sees what.
Instant Invite Delivery
Toggle portal access on, click "Send Invite", customer receives email in seconds. Link valid for 48 hours. Resend anytime if expired or lost. No manual email writing, no copy-pasting links. One button, done.
Quote Status Visibility
Customers see all quotes: pending, approved, declined, expired. Filter by status, search by description, sort by date. Total transparency—builds trust, reduces "what happened to my quote?" calls.
Complete Certificate History
All certificates for all customer sites in one place. EICs, EICRs, Fire Alarms, PAT tests, Solar PV commissioning certs. Organized by type, date, address. Customer switches property managers? New contact sees complete service history instantly.
Invoice Tracking
Customers see outstanding invoices, due dates, payment status. Paid/Overdue/Outstanding badges. Total transparency on what they owe. Reduces "did you receive payment?" calls—they check portal instead.
Rate-Limited Security
Auth endpoints rate-limited to 5-10 requests/minute. Prevents brute force attacks, credential stuffing. All data served over HTTPS. Session cookies secure and HTTP-only. Customers only see data for their associated business—complete data isolation.
Which Plan Includes What
On every plan, customers approve or decline quotes from the link in their email, with no login. The self-service portal (signing in to see every site's quotes, certificates and invoices) is on the Business plan (£149/month, 5 users), with unlimited portal invites and activity logging.
Comparison

Opscel vs. the rest

FeatureOpscelOthers
One-click quote approvals (no print/sign/scan)✓No
Magic link authentication (no passwords to manage)✓No
Certificate self-service download 24/7✓No
Activity logging (who viewed what when, IP address)✓No
Granular access control per contact (toggle on/off)✓No
Instant invite delivery (one-button send)✓No
Quote status visibility (pending/approved/declined)✓Some
Complete certificate history per customer✓No
Rate-limited security (5-10 req/min on auth)✓No
Automatic visit booked / rescheduled / reminder / job completed emails✓Some
Upcoming visits, job progress and job sheet PDFs in the portal✓Some
FAQ

Opscel Customer Portal — common questions

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