CLIENT PORTAL


The client portal allows you to see information conveniently and efficiently. Please the the scheme below to see all possibilities.


Client_Portal



Speedy Payments
All clients can pay convenient pay their invoices, can view what they have to pay and can quickly make online payments.


Discuss Estimates
All clients can discuss estimates directly on the estimates page. Once the client approves an estimate it automatically gets converted into an invoice.


Update Contacts Easily

All clients can view and update their own contact information.


More Power to Your Clients
The portal allows our clients to forward estimates and invoices to their colleagues. Please note that theemail address of that person is automatically added as a secondary contact in the client’s contact information.


What are the benefit for our clients?

  • Your clients need not wait for you to send customer statements each month. It gets generated automatically, in the client portal.
  • Sharing up-to-date information relating to their transactions,keep them better informed.

Client_Portal_All_Transactions