Operations
Keep customers informed without the phone calls
A secure portal where customers view quotes, accept proposals, follow progress and find their documents.
The problem
Customers call because they cannot see what is happening
Where is my quote? When are you coming? Can you resend the invoice? Each question is a phone call and an interruption for your team.
How Toolbase solves it
Answers customers can find themselves
The portal shows each customer their own quotes, job status and documents. It uses the same data your team works in, so it is always current.
Capabilities
What you can do with Customer Portal
Quotes and proposals
Customers can view and accept what you have sent.
Job progress
Show status and scheduled dates.
Documents
Share warranties, certificates and manuals.
Forms
Ask customers to complete forms before a visit.
Your branding
The portal carries your business name and logo.
Secure access
Each customer sees only their own information.
Workflow example
A customer follows their job
- Invite
The customer receives a link to their portal.
- Accept
They review and accept the proposal.
- Follow
They see the scheduled date and status.
- Documents
Completion documents are available afterwards.
Connected
Customer Portal works with the rest of Toolbase
By industry
How different industries use Customer Portal
FAQ
Customer Portal questions
Can customers see other customers' information?
No. Each customer only sees records that belong to them.
Does the portal use our branding?
Yes. It shows your business name and logo.
Do customers need to install anything?
No. The portal opens in a web browser.
See Customer Portal configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.