Client Portal

Portal for your Clients to login and upload jobs and data, view quotations, reports, invoices and make payments online.

Secure Access

Client Secure Login system with Encrypted Connection, Two Factor Authentication and using Data Access Principle of Least Privilege, means Clients have access to critical data only when they require it.

Learn More

Registration Wizard

New clients can be funnelled through the easy to follow, Registration and Due Dilligence Wizards which make the registration process quick and easy for both you and your clients.

Learn More

Personal Profile

Clients have the ability to manage their own profile. They can add their indentity documentation, submit job enquiries, and keep their personal information up-to date.

Learn More

Confidential Messaging

Clients can use the confidential messaging system to send internal messages to your Management teams. Your Management team member must then Login to their account to view the message, keeping the correspondence secure.

Learn More

Enquiries & Quotations

Clients can submit their own enquiries privately and securely. They can accept quotations they are happy with to instantly generate an invoice. Streamline your enquiry process.

Learn More

Invoicing & Payments

Employees can upload their invoices directly into the system. If they do not know how to create an Invoice, they can use the in-built Invoice Generator and can also check their invoice history at any time.

Learn More

Job Overview & Manage

Clients have the ability to add Job data and upload Subjects. They can also view all Enquiries, Quotations, Signed off Reports, Signed off Media, Invoices and Payments that are associated with the Job aswell as leave notes for the Management Team.

Learn More

Data Protection

Clients have the Ability to Export their Personal Data in into a PDF file in a human readable format. Clients can also submit a Data Request which is automatically sent to the company Data Controller.

Learn More

Reports & Media

Any standard or summary reports signed off by Management are instantly available in the Client portal for the Client to review, including any media uploaded or attatched to a report.

Learn More