Customer self-service portal
Give every customer a private login to approve quotes, request visits and pay online.
Tradescraft gives each customer their own login, scoped to just their account - they can never see another customer's data. From there they approve or decline quotes, request a visit and pay invoices, with less back-and-forth for you.
A live window for your customer
Your customer signs in and sees only their own work - live job status, scheduled times, quotes to accept and invoices to pay - without another phone call to you.
Their jobs, quotes and invoices - only theirs
Each customer gets a signed-in view of their own jobs with live status and the next scheduled time, plus their quotes and invoices in the same place. It is locked down at the database, not just hidden in the interface, so a customer only ever sees their own work - the '3pm, are you still coming?' calls simply stop.
A portal that does real work
- Each customer signs into a portal scoped to just their account.
- They approve or decline quotes, request a visit, and pay invoices online.
- Invite several portal users per customer, each with their own permissions.
Private by design
- A customer only ever sees their own jobs, quotes and invoices.
- Less phone tag for you - approvals and requests come in on their own.
Common questions
- Can a customer see another customer's information?
- No. Each portal login is locked to a single customer account, so a customer only ever sees their own quotes, jobs and invoices.
- Can more than one person at a customer have access?
- Yes. You can invite several portal users per customer, each with their own login and permissions.
- What can a customer do in the portal?
- Approve or decline quotes, request a visit, and pay invoices online - so the back-and-forth comes to you instead of you chasing it by phone.
- Is the portal an extra cost?
- No. The customer portal is included on the one plan, with no per-customer fee, so you can give every customer a login.