Why customers love it
- Pay invoices at any hour and download branded receipts.
- Track live job status, assigned technician, and upcoming visits.
- Review past work, photos, and recommendations in one tidy timeline.
- Update contact details without emailing your office back and forth.
Why your team wins
- Collect payments faster with fewer follow-up calls.
- Reduce inbox noise—customers answer their own questions.
- Provide a polished, branded experience that reinforces trust.
- Quickly see which clients rely on the portal by watching who views and pays from shared links.
Share secure access links
- Create or edit a customer and tick "Portal access".
- Send any invoice, quote, or booking confirmation—links contain a secure token.
- Customers open the link, verify via email, and land in their personalised dashboard.
- Tokens expire automatically. Re-send from the customer profile with one click if needed.
Links are single-customer tokens. Revoke them anytime from the customer profile.
What customers can do
Invoices & payments
Everything finance teams ask for, available on-demand.
- See outstanding and paid invoices with due dates and balance.
- Download PDFs or resend to another stakeholder.
- Pay via card, bank transfer (ACH/BACS), or saved payment methods.
- Automatic receipts and status updates sync back to Toolfy in real time.
Job tracking
Keep customers informed without extra phone calls.
- Live status timeline (scheduled, on the way, in progress, complete).
- Technician name, arrival window, and any travel updates.
- Photos, attachments, and recommendations attached to each visit.
- Recurring jobs grouped together so maintenance plans stay clear.
Communication
Give customers a direct, auditable channel to your team.
- Send secure messages without switching to email or SMS.
- Request callbacks or raise issues that log straight into Toolfy.
- Opt into reminders and status alerts with one toggle.
- Leave notes for future bookings—everyone on your team can see them.
Make it feel on-brand
Branding
- Upload your logo, set accent colours, and pick a cover image that matches your website.
- Choose between light and dark mode defaults—customers can still toggle either way.
Content
- Add a welcome message or support email that stays visible along the bottom bar.
- Set FAQs or links to terms of business so customers have quick answers.
Permissions
- Gate sensitive information (like margins) per portal user.
- Decide whether customers can download job photos or just view them in the browser.
Roll it out quickly
- Switch on the portal in Settings → Customers → Portal.
- Invite a trusted customer to test the flow and gather feedback.
- Announce availability in your next invoice email template and booking confirmations.
- Keep the portal link handy—copy it from any customer profile or invoice preview.