Help / The client portal

What do clients see in the portal?

Their sites, supplies and contracts with end dates, their documents, and their requests to you with your replies. They can send bills from their phone, ask for prices, update site details and make a complaint.

They see only their own company, or the companies in their group if you have given them that.

More on the client portal

• How do I invite a client to the portal?
• Will the portal show my firm's brand?
• How do we put the portal on our own web address?
• Can a client manage their own people?

Not answered here? Contact us.