Customer portal
A customer portal that makes a small firm look like a big one
Customers don't want to chase you for an update, and you don't want to take the call. CrewFlow gives each customer a clean portal where they can see their quotes, accept them online, view their jobs and check invoices.
It makes a two-van outfit look as buttoned-up as a national contractor — and cuts the 'any update?' calls to near zero.
What you get
- Customers view and accept quotes online
- See job progress without calling you
- Check invoices and what's paid
- You control exactly what each customer sees
Looking professional wins the next job
When a customer's choosing between you and another firm, the one that feels organised wins. A portal where they can see their quote, accept it and track the job signals a company that has its act together — which is worth more than any amount of marketing.
Self-service that saves you the call
Most customer calls are 'did you get my acceptance?', 'when are you coming?' and 'have you sent the invoice?'. The portal answers all three without your phone ringing. Customers feel informed; you keep your day.
You decide what they see
The portal exposes only what you choose — quotes, job status, invoices — and nothing else. It's professional and transparent without giving away anything you'd rather keep internal.
Customers self-serve quotes, job status and invoices.
A two-van firm that feels like a national contractor.
Expose exactly what you want, nothing more.
Common questions
What can customers do in the portal?
View and accept quotes, see the progress of their jobs, and check invoices and what's been paid — without having to call you for an update.
Do customers need an account or app?
The portal is accessed through a secure link, so customers get a clean, professional experience without installing anything or managing yet another password.
Can I control what customers see?
Yes. You decide what the portal exposes — quotes, job status, invoices — so it's transparent where you want it to be and private where you don't.
Related features
Built for your trade
See it on your own data.
30 minutes. We'll import a sample of your existing setup live on the call so you see exactly what your dashboard would look like tomorrow morning.