The company keeps the client, their jobs and requests in one place. The client gets their own portal to follow jobs, ask questions and sign documents. Switch between the two views and watch the changes carry over.
Client writes
a request in the portal, photo included
Company takes it
assigns a department and billing
Replies and informs
in the portal and by e-mail
Sends a document
for electronic signature
Client signs
and it all stays in the history
Everything you do here stays in this browser window only. Nothing is stored or sent — Reset or reloading the page starts the demo over.
Client record
Job stages, departments and billing groups match how the company really works. You do not bend to off-the-shelf software.
Internal details such as the billing group stay inside the company. The company never rewrites a client’s message.
Jobs, invoices and documents can be connected to the accounting, stock or online store you already use.