Customer portal
A customer portal that knows who's looking.
Homeowners, landlords, their tenants and the subcontractors you send work to each get a link. No app, no login, and each one sees exactly what's theirs.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
Who's holding the link?
Hello, Grace
Everything Elm Heating has shared with you, in one place.
Next visit
Thu 22 Oct · 08:00
Outstanding balance
£2,384.00
Appointments
Invoices
Certificates
Quotes
Grace Okafor's customer portal link, opened in the browser.
Grace Okafor · homeowner
She sees
- Quotes with options, and a thread for questions
- Invoices to pay by card or bank
- Certificates to sign, confirm or download
- Appointments, with a live ETA on the day
- A way to report a repair
She never sees
- What you pay a subcontractor, or their contact details
- The notes you keep about her
- Anything of anyone else's
In short
OnPoint's customer portal is a private link you send by email or text. It opens in any browser and shows everything you've shared: quotes to accept, invoices to pay, certificates to sign, appointments to book or move, and repairs to report. Your logo is on it.
01Say yes, and pay
The quote, the deposit and every stage after it.
They pick Good, Better or Best, tick any extras and ask a question on the quote itself. Paying the deposit turns the quote into an invoice with the payment on it. Every payment goes to your own Stripe account by card or Pay by Bank, and OnPoint takes nothing from it.
Your side
Bathroom refit · 14 Aspen Way
Invoice #327 · Stages
- DepositPaid
- First fixDone, payment asked for
- Second fixNot done yet
- CompletionNot done yetLater
- Deposit£1,050.00Paid 2 OctPaid
- First fix£1,050.00Due 20 OctRequested
- Second fix£1,050.00Due when this stage is doneUpcoming
- Completion£1,050.00Due when this stage is doneUpcoming
Mark the next stage done, then pay it from the customer's side.
- A stage can only be paid once you've marked that part of the work done
- Instalment plans too, collected automatically if they save a card
- They get a receipt by email, and you get a notification as soon as it's paid
- Hold back retention and ask for it when the defects period ends, if you switch it on
02Certificates
Signed from the link, or confirmed as received.
32 certificate types can be signed by the customer on their own phone, and so can any form you build with a customer signature box. An EIC, EICR or Minor Works is different: they confirm they've received it, and the report stays exactly as you issued it.
Flat 2, 19 Hyde Park Road
Landlord Gas Safety Record
Sign this certificate
Your provider has asked you to sign it. It takes a few seconds.
Flat 2, 19 Hyde Park Road
Electrical Installation Condition Report
Confirm you've received this report
Lets your provider know you have your copy. It doesn't change the report.
Renewals have their own tab, with Book renewal if you take bookings online. See the 62 certificate types
“We were running the business off WhatsApp threads and a notebook. OnPoint pulled everything into one place. The customer portal alone has cut my admin in half. I'm not retyping addresses or chasing photos anymore.”
03On the day, and in between
Fewer calls asking where you are.
When your engineer taps On my way, the customer gets a text with a link to follow them in. Between visits, customers and tenants report repairs from the same link, and nothing goes in your diary until you say so.
- Sharing stops by itself 100 m from the job, or after 4 hours
- Tenants see it too, on their property link
How urgent is it?
“The bedroom radiator stays cold, even with the heating on.” · 2 photos
- On from the start for customers and tenants. Switch it off, or keep it to customers
- It reaches you as a request. Nothing is booked until you press Book
- Decline it and they see your reason. Copy the landlord on a tenant's report if you want to
04The link
A link, looked after like a key.
There's no password for customers to forget, so the link is the key. You can see when it was opened, send it again, or take it back.
- It lasts 24 monthsAnd every time you share it, the clock starts again. Customers you still work with keep access. Ones you stopped seeing years ago age out.
- Sent to the wrong person? Take it backRevoking switches off every link that customer holds and makes a fresh one, so the right person isn't locked out.
- Sent to the details on the recordThe email or text goes to the address and number on the customer's record, and nowhere else.
Holding it switches off every link Tom has.
- Repair reportsCustomers and tenants
- Copy the landlord when a tenant reports a repairOff
Press and hold the red button.
What feeds the portal.
The portal shows what you do everywhere else in OnPoint, as it happens.
Moving from another app? See how OnPoint compares.
- CertificatesWhat customers sign and download
- Invoices and paymentsCard, Pay by Bank, plans and stages
- QuotesOptions, extras and the question thread
- Customers, properties and appliancesThe records the portal reads from
- Online booking and enquiry formsLet customers pick a time
- Tracking and the team mapThe On my way link
- Subcontractors and CISWhat the job link does
By trade
Portal questions.
Anything else? Ring +44 7884 697405 or email us.
What is the OnPoint customer portal?
A private link you send your customers by email or text. It opens in their browser with no app and no login, and shows everything you've shared with them: quotes, invoices, certificates, appointments and renewals. They can accept, pay, sign, book and report a repair from it.
Do customers need an app or a password?
No. The link is all they need. It opens in any browser on a phone, tablet or computer.
Can a tenant see the landlord's other properties?
No. A tenant gets a property link: that property's visits and certificates, and a way to report a repair there. They never see the landlord's other properties, quotes, invoices, payments or personal details.
What does a subcontractor see?
Their own job link: the one job you offered them, where and when, their price, and the customer's contact details once they accept. They mark themselves on site, add their report and photos, and see their payment and any CIS statement. They never see what your customer pays.
Can customers pay from the portal?
Yes, by card or Pay by Bank through your own Stripe account, with no OnPoint fee. They can follow an instalment or stage plan there too, and a stage can only be paid once you've marked that part of the work done. Paying a quote deposit turns the quote into an invoice with the payment on it.
Can customers sign certificates in the portal?
Yes. 32 certificate types can be signed from a link, and so can any custom form with a customer signature box. For an EIC, domestic EIC, EICR or Minor Works they confirm they've received it instead, which doesn't change the report.
Can they download all their certificates at once?
Yes. With two or more properties, certificates are grouped by address, and Download all gives them every certificate as one zip, for the whole account or one property.
Can a tenant report a repair?
Yes, and so can your customers. It's on unless you switch it off. They say how urgent it is, what's wrong and when they're in, with up to six photos, and an emergency shows the gas emergency number first. It reaches you as a request: nothing goes in the diary until you press Book, and if you decline it they see your reason.
Can they book or move appointments?
When you take bookings online, yes. They pick a time from the slots you offer, choose which property it's for, and can move or cancel a booked visit online until it's close to the day.
Can they see when the engineer is coming?
Yes. When your engineer taps On my way, the customer gets a text with a link to follow them in, with an ETA. Sharing stops by itself 100 m from the job, or after 4 hours.
How long does a portal link last?
24 months, and every time you share it the clock starts again. If a link reaches the wrong person, revoke it: every link that customer holds stops working and a fresh one is made for you to send.
What does it cost?
The portal is part of OnPoint: £19 a month for you and £9 a month for each person you add, with every feature. Customers, tenants and subcontractors use links, so they never count as people. You get 14 days free first, with no card needed. Or pay yearly: £228 a year for you and £108 for each extra person.
Send one customer their link.
Issue a certificate or send a quote, then open the link on your own phone as if you were them.
£19a month, every feature
£9 for each person you add. Customers, tenants and subcontractors never count. 14 days free, no card.