Customer login and accounts
Sign in by email and password, or a link we email them. Extra login security if you want it.
Client portal development for Adelaide businesses
A client portal is a secure login for your customers. Each one signs in and sees their own jobs, documents and invoices, without ringing your office.
What is a customer login?
A password-protected page on your website. Each customer logs in and sees only their own: the jobs you are doing for them and where each is up to, quotes and documents to approve or download, and invoices to pay. It reads from the records you already keep, so nothing is typed twice.
Who needs a customer login?
- Built for
- Businesses whose customers ring to ask where a job is, or to chase a document or invoice. Builders, trades, agencies, accountants, freight.
- Replaces
- Status emails, PDF attachments, shared-folder links and the weekly “where are we at” phone call. Or a bolt-on portal that only shows what its maker allowed for.
- Not for
- A business with a handful of customers who are happy with an email. Or one with no job records yet — a login needs something to show. If a job system should come first, we will say so.
What is included in a customer login build?
Their jobs and progress
Every open job, where it is up to, and what happens next, straight from your job record.
Documents, plans and photos
Plans and certificates to download, progress photos to view, and the accepted quote on file. Uploaded once by your staff.
Invoices and online payment
Invoices from Xero or MYOB, a pay-now button through your card-payment service, and a receipt for both of you.
Approvals and bookings
Customers approve a quote or a change to the job, or book a time. It lands in your inbox.
Email and SMS messages
A message when a job moves on or an invoice is due, with a link to the right page.
A screen for your staff
Which customers are set up, what each can see, and who logged in when.
Not sure? Call 1300 699 321 — ten minutes will tell you.
How is a customer login built and priced?
Each stage ends with something you can log into and check.
See how a project runsFirst chat
We list the questions your customers ring about, and find where each answer lives now: a job system, Xero or MYOB, a shared drive.
Plan and price
You sign off a written plan of every screen and who may see what. The price sits beside it, agreed before anything is built.
Build
Built in stages. After each one you log in as a test customer, click through what is new, and sign it off.
Testing
Your staff try it with a sample of real customer records, on the phones your customers carry. Anything wrong is fixed before launch.
Launch
It goes live at your web address and your customers get their logins. Your staff take over the admin screen and add customers themselves.
Questions before you call
How much does a customer login cost?
One fixed quote, based on the written plan: which screens, how many kinds of customer, and which of your systems it reads (job system, Xero or MYOB, card payments). Set in writing before we start.
Can it show invoices from Xero or MYOB?
Yes. The invoice a customer opens is the one in Xero or MYOB, with the same number, amount and due date your office sees. Paying it goes through your own card-payment service.
Do we need a job system first?
Only if your jobs live nowhere yet. If they are already in a job system, Xero or MYOB, or tidy spreadsheets, the login reads from them and nothing needs to change.
Can you build it if we’re not in Adelaide?
Yes, anywhere in Australia. Planning is a phone or video call, you check each stage by logging in, and launch happens at your web address.
Get a fixed quote for a customer login.
Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.
1300 699 321
Mon–Fri 9–5, Adelaide time · we reply within one business day