Custom builds / Client portals
From first enquiry
to finished job.
One place for customers to explain what they need and for your team to keep the work moving.
A custom application for service businesses, built around your intake, quoting, and follow-up process.
Make it easy to get started
Let customers describe a request, answer the relevant questions, and upload supporting photos or documents. Give your team a complete enquiry instead of a scattered conversation.
- Customer intake
- Clear forms, file uploads, and questions tailored to the service being requested.
- Quotes & approvals
- Prepare estimates from your pricing rules, send quotes for review, and record customer approval.
- Client workspace
- A place to see job status, share documents, and keep messages together.
- Team dashboard & CRM
- Track new enquiries, assign work, update customer records, and manage the next follow-up.
One possible workflow
- A customer submits a request. The form gathers the job details, location, and relevant photos.
- Your team reviews the scope. Staff prepare a quote or request more information.
- The customer approves. The portal records the decision and shows the next step as the job moves forward.
Optional automation
Add AI-assisted enquiry summaries, draft quotes, document generation, or reminders. Choose which actions can run automatically and which need staff approval.