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Customer portal
Customers see their own invoices, documents and orders — at your address and with your logo.
The portal runs on its own domain, with your logo and colours, so to the customer it looks like your own system. In it, the customer sees invoices, documents, orders, tasks and sites, can place an order from a basket and sign a document. They log in with a PIN, no password needed.
What it covers
- A separate domain, your logo and colours
- The customer sees their own invoices, documents, orders, tasks and sites
- A product basket, a stock view and order placement
- Document signing and surveys in the portal
- Login with a PIN — no password
- Public forms: inquiry, service ticket, subscription, NPS, damage reports with photos
Who it suits best
Industries for which this area is one of the main reasons to choose the system.
- Trade and manufacturing As you write up a sale, the same line shows the stock level, the price and the price list assigned to that customer — no need to check another window.
- Services and maintenance The site, its inspections and the field team — all in one system, while the technician adds a photo and logs their arrival right from the spot.
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
All integrationsWill the portal look like our system?
It will. The portal runs on its own domain, with your logo and colours.
What can the customer do on their own?
View invoices and documents, place an order from the basket, create and track tasks, sign a document, answer a survey.
Do we have to create a password account for the customer?
You don't, login works with a PIN. That removes the most common portal problem — forgotten passwords.
Other areas
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