Customer portal
One link. Everything they need.
Customers see appointments, quotes, invoices and certificates through one secure link. No app, no logins, no resending PDFs.
1 · Send link
OnPoint Heating
SMS · just now
Hi Maria, your gas safety record is ready. View, download or share via your secure portal:
Tap to open · expires in 30 days
2 · They open
OnPoint Heating
Customer portal
Welcome back
Maria Doherty
2
Appointments
1
Quotes
3
Invoices
4
Certificates
Latest
3 · They pay
Invoice · INV-0918
From OnPoint Heating
Amount due
£480.00
Due by Fri 12 Apr
Pay by bank transfer
0
App install needed
Customers tap the link — that's it.
1 link
All their records
Appointments, quotes, invoices and certificates.
Live
Tracking & updates
See the engineer on the way, no calls.
Secure
Token-based access
Each customer sees only their own records.
Email & SMS delivery
One tap from inbox to portal.
Send portal links by email or SMS from any workflow — appointments, quotes, invoices, certificates or shared reports. No app to install. No password to remember.
- Send from anywhere in the workflow
- Token-based — secure by default
- Works on mobile, tablet, desktop
- Old shared links keep working forever
OnPoint Heating
SMS · just now
Hi Maria, your gas safety record is ready. View, download or share via your secure portal:
Tap to open · expires in 30 days
OnPoint Heating
Customer portal
Welcome back
Maria Doherty
2
Appointments
1
Quotes
3
Invoices
4
Certificates
Latest
Customer-facing dashboard
Their full history, in their pocket.
Customers land on a clean home screen with everything sorted by type — appointments, quotes, invoices and certificates. Searchable, downloadable, branded with your logo.
- Branded with your organisation
- Sorted: appointments, quotes, invoices, certificates
- Search across years of records
- Live engineer tracking when active
Approve & pay
Customers act — the office sees it.
Quote acceptances, rejections, invoice views and downloads all log straight onto the document timeline. No more chasing replies, copying bank details or wondering if the email landed.
- Accept / reject quote in one tap
- Bank details on every invoice — copyable
- Download PDF of any record
- Activity logged on the document timeline
Invoice · INV-0918
From OnPoint Heating
Amount due
£480.00
Due by Fri 12 Apr
Pay by bank transfer
And the rest
Everything customers expect — in one place.
Search & filter
Find old certificates, invoices and appointments fast.
Live tracking view
Customers see the engineer en route on a map.
Payment handover
Bank details shown clearly on every invoice.
Email & SMS delivery
Send portal links from inside any workflow.
Full history
Years of records sit neatly, sorted by type.
Backwards compatible
Old shared links keep working forever.
Before & after
Stop being the search bar for old emails.
Give your customers one link for everything.
14 days free on your first organisation — no card needed.