Let customers check their own work
Show each customer the relevant project, files, updates, and actions after signing in.
BUILT AROUND YOUR BUSINESS
Give Customers a Private Place for Updates
Let customers check estimates, appointments, files, or project updates without calling for every detail.
Let’s talk about itTHE IDEA
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.
Projects become difficult to follow when approvals, files, updates, and questions are split across email, text messages, and shared links. A generic portal can make the problem worse if roles and project states are unclear.
What this
can do.
A clear purpose for every part.
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.
IS THIS A GOOD FIT?
Made for
this kind of work.
- Project-based service businesses
- Teams exchanging files or approvals
- Businesses with repeated customer status questions
PRACTICAL CAPABILITIES
- Secure access
- Project status
- Files and uploads
- Requests and messages
- Approvals
- Release notifications
FROM FIRST STEP TO NEXT STEP
- Invite
- Review
- Respond
- Approve
- Track
- Complete
TIME & SCOPE
A plan before
a promise.
Portal scope depends on identity, permissions, files, and integrations. A minimum secure workflow launches before broader self-service features.
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.
Compare the plansTHE DETAILS WE AGREE ON
- Roles and permissions
- Project stages
- Allowed file types
- Notifications
Secure portal projects are delivered remotely for Washington businesses and can support English and Spanish customer interfaces.
QUESTIONS BEFORE WE START
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.
Connected ideas.
A CONVERSATION IS A GOOD START