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A customer portal where your customers see progress

An area on your website where your customers log in: job progress, quotes, invoices and documents in one place. Fewer calls, fewer emails, and nothing gets lost any more.

  • Fixed price before we start
  • One contact for everything
  • Reply within 24 hours
Customer area on a laptop with job progress, a document list and invoices
5.0 from 1 review

3customers trust us

  • Innotec Flachdach
  • P&M Gebäudeservice
  • Das Immobilienwerk
What we build on
  • Hetzner
  • INWX
  • eRecht24

Sound familiar?

“Where are we at?”, “Could you send the invoice again?”, “Did you get my documents?” Each of these questions is quick to answer. Together they eat time every day, and they tend to come when nobody has any.

1

Customers ask how things stand

The customer calls for the third time this week to hear whether the material has arrived.

In the customer portal they see where their job stands: ordered, scheduled, in progress, done. You change the status with one click, or it changes on its own when something happens internally.

2

Documents arrive through every channel

The floor plans come via WhatsApp, the authorisation by post and the photos as an email with twenty attachments.

Customers upload documents straight into the portal, on the right job. You see at a glance what is still missing, and the portal reminds the customer.

3

Send the invoice again

“I can't find the invoice from March, could you send it again?”

Quotes, invoices and documents are ready to download in the portal, at any time and without asking you.

Before a project starts, there is a fixed price.

No open-ended invoice, no surprise at the end: you know what it costs before we begin. The blueprint has a fixed price too and is fully credited when you place the order.

At a glance

What your customers find in their own area once they log in.

  • Job progress at a glance
  • Upload documents straight to the job
  • Quotes and invoices to download
  • An email when the status changes
  • In the look of your website

How it works

  1. 01Intro call and blueprintWe clarify which questions your customers ask on the phone today and what they should see in the portal. The blueprint shows the key pages to click through, along with a fixed price.
  2. 02Build and connectWe build the portal into your website, with secure login. Whatever you already use, such as Lexware Office for invoices, we connect so nothing is maintained twice.
  3. 03Invite and keep buildingYour customers get an invitation by email and are in with a few clicks. We host and look after the portal and keep building when new wishes come up.

What this could look like for you

A made-up example, not a customer project – it shows how a project like this typically runs with us.

Starting point

A window fitter often has several weeks of delivery time between order and installation. During that time customers call regularly to ask whether the windows are ordered and when they will be fitted. Measurements and photos land on the owner's phone via WhatsApp.

Solution

We build a customer portal: every customer sees their job with status, delivery date and fitting date, uploads photos directly and finds quote and invoice ready to download. When the status changes, they get an email.

Result

Phone enquiries drop noticeably, documents sit with the right job instead of in a chat history, and customers feel well informed even while they wait.

Questions about this service

What eats most of your time?

Enquiries, appointments, order confirmations or invoices: in 30 minutes you know what is worth it for you. No obligation, no sales pressure.

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