Customer Portal Software
Customers who are kept informed are customers who stay loyal. WorXflo's Customer Portal gives your clients a branded, controlled view of everything relevant to their account — job progress, reports, invoices, assets and documents — without a single phone call to your office.
Branded Client Portal
Your clients log in to a portal that reflects your brand. You control exactly what each client can see — job status, inspection reports, asset records, maintenance schedules, invoices and documents. Transparency builds trust.
Real-Time Job Visibility
Clients see the status of live and historical jobs in real time. Engineers' progress updates, photos and completion confirmations are visible to the client the moment they are captured in the field — no more 'where's my engineer?' calls.
Document & Report Sharing
Job sheets, inspection reports, compliance certificates and maintenance logs are available to clients through the portal the moment they are generated. Proactive sharing removes the need for clients to chase documents.
Milestone & Project Updates
For larger projects, clients access the project plan, track milestone completion and approve stages through the portal — reducing site visit queries and keeping everyone aligned without additional communication overhead.
Proactive Automated Communications
Set up automated notifications that keep clients informed at every stage — job booking confirmations, engineer en-route alerts, completion notifications and invoice delivery. WorXflo handles the communication so your team doesn't have to.
Incoming Email Handling
WorXflo automatically logs job-specific emails from clients onto the relevant job record. If a new request arrives by email, a new job is created automatically — so nothing gets missed in an inbox.
Personalised Experience
Each client's portal is configured to show only what's relevant to them. Their account history, their assets, their documents — a personalised experience that reinforces your professionalism at every interaction.
Reduced Inbound Queries
When clients can see job status, access documents and track invoices themselves, the volume of inbound status queries drops significantly — freeing your team's time for higher-value work.
See WorXflo in action
One platform. One monthly fee. All features included — from £300/month for up to 25 users.