Demo Client Portal
A live dashboard for your property.
Every client gets secure access to their own online portal with upcoming visits, service history, invoices and key documents all in one place.
The Overview tab gives you a snapshot of the property – what’s coming up, what’s been done, and where your account sits at a glance.
Clients can also toggle “Service history” in their portal to see a full record of past visits.
Upload one or more photos to show the issue or area.
Your accounts team can log in anytime to download invoices or check what’s outstanding.
Keep all important paperwork – agreements, insurance documents and health & safety files – stored with your property so it’s always easy to find.
The portal is built for everyone from a home owner to a busy property and facility managers who want complete visibility without extra admin. Everything you need is live and up to date.
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Clear schedule & historySee upcoming visits and a full record of past work so you can stay up to date with what we have been doing and whats coming up with ease.
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Less email back and forthLog requests, issues and notes directly in the portal so nothing gets lost in long email threads.
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Accounts made simpleYour finance team can access invoices and documents whenever they need them, no chasing required. Invoices are also sent via email.
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Everything in one placeSchedule, requests, invoices and documents all sit inside a single, secure client dashboard.