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Customer portal

A portal where the clients of a service company book visits, follow their jobs and download documents, replacing a mix of phone calls and email threads.

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What we did: Web applicationBooking and calendarDocument area
Built for: Service companyBusiness clients
Connected to: EmailExisting job system

This is a sample project: an illustration of the kind of work we do, not a client engagement. The screen is a mock-up.

What makes it work

Three decisions that shaped the portal

One place for every job
Each job has one page with its status, its history and its documents, so nobody has to ask for an update by phone.
Bookings that fit the calendar
Clients pick from the slots the team really has, and the team sees every booking in the calendar it already uses.
Documents without email
Quotes, reports and invoices sit next to the job they belong to, with access limited to the people who need them.

Scope

What we delivered

A client login with a job overview
Online booking against the team’s real availability
A document area with access control
Email notifications for status changes
An admin view for the team
Hosting, backups and a handover guide

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Customer portal

Three decisions that shaped the portal

One place for every job

Bookings that fit the calendar

Documents without email

What we delivered

Thinking about something similar?