Solutions
A portal your customers will actually use
Quotes, progress and documents for each customer, drawn live from the same records your team works in.
Outcomes
What changes in your business
Fewer calls and emails
Customers find answers themselves.
Quicker acceptance
Proposals can be reviewed and accepted online.
Documents in one place
Warranties, certificates and manuals.
A more professional impression
Branded and always up to date.
Connected data
One record from start to finish
The portal shows live data, so there is nothing to update separately.
- Invite
- Proposal
- Acceptance
- Progress
- Forms
- Documents
FAQ
Common questions
Is the portal secure?
Each customer can only see their own records.
Can customers complete forms?
Yes.
Do customers need an app?
No. It opens in a browser.
Ready to replace disconnected software?
Get Toolbase configured around your business.