Customer login and accounts
Sign-in by email and password or a one-time link, password reset, and a second factor if you want one. Each customer sees only their own records, and a customer with several sites or contacts can have several logins.
PLATE P.4.1 — CLIENT PORTALS
Client portal development for Adelaide businesses
A client portal is a secure login where your customers see their own jobs, documents, invoices and progress without ringing the office to ask. It suits any business whose customers keep asking where things are — builders, trades, agencies, accountants, freight. Ozwebnet writes portals from scratch in Adelaide for businesses across Australia, for one fixed quote staged against milestones, and hands over the source code at launch with the IP assigned to you.
DETAIL OF SHEET 04 — WEB APPLICATIONS →
GENERAL NOTES
02 / 07
What is a client portal?
A client portal is a password-protected part of your website where each customer logs in and sees only what belongs to them: the jobs you are doing for them, where each one is up to, the quotes and documents to approve or download, and the invoices to pay. It is fed by the records you already keep — a job system, an accounting package, a folder of PDFs — so nothing is typed twice. The customer finds the answer at any hour, without a call to your office.
SECTION A–A
03 / 07
Who should build a client portal?
- BUILT FOR
- Businesses whose customers ring to ask where a job is, chase a document or request a copy invoice — builders, trades, agencies, accountants, freight and logistics, and anyone managing work for many clients at once.
- REPLACES
- Status emails, PDF attachments, shared-folder links and the weekly "where are we at" phone call; or a generic portal add-on that shows customers only what its maker allowed for.
- NOT FOR
- A business with a handful of customers who are happy with an email, or one whose job records live nowhere yet — a portal needs something to show. If a job system should come first, we will say so.
SCHEDULE OF WORKS
04 / 07
What is included in a client portal build?
Their jobs and where each one is up to
Every job you are doing for that customer, its current stage, what happens next and when, drawn from the job records your office already keeps.
Documents, plans and photos
Quotes to accept, plans and certificates to download, progress photos to view — uploaded once by your staff and filed against the right job.
Invoices and online payment
Invoices drawn from Xero or MYOB, a pay-now button through your payment provider, and a receipt that reaches both of you.
Approvals, bookings and requests
A customer approves a quote or a variation, books a time or lodges a request from the portal; it lands in your queue with a record of who did what and when.
Email and SMS notifications
A message when a stage changes, a document is ready or an invoice is due, linking straight to the right page of the portal.
The office-side admin screen
A small screen for your staff: which customers are set up, what each one can see, and a log of who logged in and what they downloaded.
TYPICAL SCOPE FOR THIS KIND OF SYSTEM — YOUR EXACT SCOPE IS FIXED IN WRITING AT THE SPECIFICATION STAGE.
Not sure which? Ten minutes on 1300 699 321 tells you — Mon–Fri 9–5 ACST.
STAGES
05 / 07
How is a client portal built and priced?
One fixed quote, set in writing at the specification stage (02 Blueprint) and staged against the five milestones below. Each milestone ends with a working system; stop at any milestone and keep what has been built.
SEE THE FIVE STAGES ANIMATED →- 01 SURVEY
Discovery
We learn what your customers ring to ask, and where the answers already live — the job system, the accounting package, the shared drive.
- 02 BLUEPRINT
Specification
Every screen a customer sees, and every record it draws from, is specified in writing; the fixed quote is set here, staged against milestones.
- 03 FORGE
Build
Built screen by screen — jobs first, then documents, invoices and approvals — so each milestone is a portal a real customer could log into.
- 04 TEMPER
Testing
Checked against real customer records, on the phones your customers use, and tested before launch.
- 05 DEPLOY
Launch
The portal goes live on your domain, your customers receive their logins, and you receive the source code with the IP assigned to you.
REQUESTS FOR INFORMATION
06 / 07
Questions before you call
RFI-01How much does a client portal cost?
One fixed quote, set in writing before the build and staged against milestones. The price depends on what the portal shows and which systems it draws from, and it is fixed before any build starts.
RFI-02Can the portal show invoices from Xero or MYOB?
Yes. The portal draws invoices from your accounting package so the customer sees the same figure your office does, with a pay-now button through your payment provider and a receipt that reaches both of you.
RFI-03Do we need a job management system before a portal?
A portal needs records to show. If your jobs already live in a job system, an accounting package or well-kept spreadsheets, the portal draws from them. If they live nowhere yet, we will say so — a job management system may be the right first build.
RFI-04Do we own the portal's code?
Yes — source code delivered, IP assigned to you. The portal runs on your own domain.
RFI-05We are not in Adelaide — can you still build our portal?
Yes. Adelaide first, Australia-wide, remote-capable. A portal is specified, built and launched online, so your customers' logins work the same from anywhere in Australia.
RFQ — REQUEST FOR QUOTE
07 / 07
Get a fixed quote for a client portal.
Call, or answer a few short questions — what you run, what breaks, when you need it working — and we reply within one business day. The quote is fixed in writing before any build starts.