Let customers check their own work
Show each customer the relevant project, files, updates, and actions after signing in.
BUSINESS SYSTEMS
Give Customers a Private Place for Updates
Let customers check estimates, appointments, files, or project updates without calling for every detail.
Talk about this serviceHOW THIS HELPS
A customer portal is a private sign-in area on the web. We choose the information and actions your customers need, such as reviewing an estimate or checking project progress, while keeping your internal notes private.
WHO THIS IS FOR
This could help if you run…
Project-based service businesses
Teams exchanging files or approvals
Businesses with repeated customer status questions
WHAT WE CAN SET UP
What you and your customers can do.
Keep decisions together
Save approvals, questions, and uploads with the estimate or project they belong to.
Choose what customers can see
Keep internal notes private and control which information each person can access.
More feature details (optional)
01Secure access
02Project status
03Files and uploads
04Requests and messages
05Approvals
06Release notifications
ONE EXAMPLE
How it could work.
1Invite
2Review
3Respond
4Approve
5Track
6Complete
PLANNING YOUR PROJECT
Know what to expect before starting.
Typical timing
Portal scope depends on identity, permissions, files, and integrations. A minimum secure workflow launches before broader self-service features.
Price and what’s included
A custom web app and customer portal are included in qualifying Multi-Page plans from $60 per month. Portal communications begin with Launch at $99; identity, storage, messaging, and third-party usage costs are listed separately.
Plans, cancellation, and website buyouts →Service area
Secure portal projects are delivered remotely for Washington businesses and can support English and Spanish customer interfaces.
FREQUENTLY ASKED QUESTIONS
Questions business owners ask before starting.
Is the portal secure?
Security depends on the complete design: identity provider, authorization, storage, logging, and operational practices. NDWS does not treat a hidden URL as authentication.
Can customers upload files?
Yes, when storage, file size, type restrictions, retention, and staff access are defined.
Can the portal replace email?
It can centralize project-specific actions and records, but notification email may still be useful for bringing customers back to the secure workspace.
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