HomeWhat it doesCustomer Portal
Customer Portal

Give clients the records, not the runaround.

Every client gets a secure portal with their sites, assets, test history, reports, quotes and invoices. They approve quotes, sign the AFSS, pay by card and request work there, so your office stops being a document retrieval service.

traqR: Customer Portal

Quote approvals online

Clients review a quote and approve or decline it with a reason. No back and forth email chains.

Assets and test history

Each asset with its status (due soon, overdue or defective), its defects and its full service history.

Reports on demand

Visit, test and audit reports to view, print or save as a PDF whenever the client needs them.

Online payments

Clients pay invoices by card straight into your own Stripe account.

Branded to your business

Your logo, your name and your colours, with a sign in page for your company.

Fewer phone calls

Clients find their own answers on reports, invoices and visits, so the office spends less time on the phone.

How it works

What your clients can see and do

Building owners, facility managers and strata managers need the compliance records more than they need you to email them. The portal gives them both the records and the actions.

Their sites, in one place

A dashboard, a map of their sites, jobs, the schedule of upcoming visits, reports, safety documents, assets, quotes, invoices and messages. Each contract has its own page with its compliance status.

Sites on a map

Every contract and job site on a map, colour coded by trade.

Assets

Status, defects and service history for each asset you look after.

Reports

Visit, test and audit reports, printable or as a PDF.

FAQs

Frequently asked questions

With an email and password, a magic link or the invite you send them. The sign in page carries your branding.

Yes, by card through Stripe, into your own account. Online payment switches on once you have connected Stripe.

Yes. Clients can invite colleagues to their portal.

Yes. There is a request service form in the portal, and clients can ask for a quote from a site audit.

No. The map shows the client’s own sites, not technicians. Visits, reports and job status are what they see.

Explore more
Quoting & Estimating Price Book Client CRM Quote Templates

Ready to run a tighter business?

Start your 14-day free trial. No credit card required.

Start Free Trial Sign in