Operations & Admin

Give Customers A Self-Service Portal

The Gaffer Team··2 min read

A surprising amount of your admin is just answering the same small questions. "Can you resend the quote?" "What was the invoice total?" "Has the payment gone through?" "When are you coming?" Each one is a text or a call that pulls you off the job, and together they eat a chunk of every day.

Gaffer's customer portal gives your customers a place to answer those questions themselves.

Everything In One Place For The Customer

Each customer gets a secure portal where they can see their quotes, invoices and job status without having to ring you. They can look back at what was agreed, check a balance, or see where their job is up to — on their own time, without pulling you off the tools.

Accept, Pay And Message Without The Phone Tag

From the portal a customer can accept and sign a quote, pay an invoice online in a tap, and message you two-way. The back-and-forth that used to happen over voicemail and half-read texts happens in one tidy place, with a record of it all attached to the job.

Look Professional, Save Time

A self-service portal is the kind of thing customers expect from a serious business — and it makes you look like one. At the same time it cuts your admin, because the questions that used to interrupt your day are answered before they are even asked.

Who Notices The Difference Most

Commercial customers, letting agents and repeat clients tend to appreciate this most, because they are dealing with multiple properties or jobs at once and genuinely benefit from being able to check status themselves rather than emailing each time. For a domestic one-off job it is a nice touch; for an agent managing forty properties, it can be the reason they keep coming back to you over a competitor who makes them chase for every update.

Less Admin, Happier Customers

  • Customers view quotes, invoices and job status themselves
  • Accept quotes and pay invoices online
  • Two-way messaging in one place
  • Fewer interruptions, a sharper impression

FAQs

Do customers need to download an app to use the portal?

No, it works through a secure link sent to them, opening straight in their phone or browser with no app or account setup required on their end.

Is the information in the portal secure?

Yes, each customer only ever sees their own quotes, invoices and job details, accessed through a secure, unique link.

Can I control what customers are able to see or do in the portal?

Yes, you decide what is visible and what actions — like paying or accepting a quote — are available.

Does using the portal replace normal phone or text contact entirely?

No, it is there to handle the routine, self-service questions so that when a customer does call or text, it is for something that actually needs your attention.

Stop being everyone's answering service. Start a free 14-day trial and let customers help themselves.

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