Customer Portal
Your customers informed, without a single phone call to your office
Customers who are kept informed stay loyal. WorXflo's Customer Portal gives clients a branded, controlled view of job progress, reports, invoices and documents — without calling your team.
What the customer portal covers
From job updates to document sharing
Branded Client Portal
Clients log in to a portal that reflects your brand. You control exactly what each client can see.
Real-Time Job Visibility
Live and historical job status visible to clients. Engineer updates and completion confirmations appear the moment they're captured.
Document & Report Sharing
Job sheets, inspection reports and certificates available through the portal the moment they are generated.
Project & Milestone Updates
Clients access the project plan, track milestones and approve stages — reducing site visit queries significantly.
Automated Notifications
Job bookings, engineer en-route, completion and invoice delivery — WorXflo sends the alerts automatically.
Incoming Email Automation
Incoming job-related emails logged automatically. New email enquiries can trigger automatic job creation.
Personalised Client View
Each client portal shows only what's relevant to them — their history, their assets, their documents.
Reduced Inbound Queries
When clients track jobs and access documents themselves, inbound status calls drop significantly — freeing your team.
See WorXflo in action
One platform. One monthly fee. All 15+ features included — from £300/month for up to 25 users.