How the customer portal works
Pro plan feature
Give each client a private link to their jobs, certificates, quotes, invoices and fire logbook.
What customers see
Upcoming visits, job history, certificates to download, quotes they can accept or decline, invoices, asset registers and their digital fire logbook. They can also ask for a new job.
No accounts needed
Customers don't sign up. They open a private link, with an optional password you set. You can switch a link off or make a new one at any time, and the old link stops working.
Digital fire logbook
Customers record weekly tests, false alarms, faults, disablements and drills. Entries are signed and locked, and your service certificates appear automatically. QR panel stickers on a site open its logbook.
Related guides
Still stuck? Message us from Company › Support chat in the app, or contact the team.