View & approve quotes
Customers open a tidy, branded quote in their browser and approve it with one tap — no printing, no posting, no waiting for a signature.
⚡ Customer portal software
Give customers their own window into every job
Let customers view quotes, approve work, track job status, pay invoices and message you — all from one secure link. Fewer "any update?" phone calls, faster sign-off, and a more professional impression with every job.
No credit card required · Web & Android (iOS coming soon) · Built for UK trade businesses
One portal for everything your customer needs
Live job status
Booked, in progress, on the way, completed — customers always see where their job is, so the "any update?" calls stop coming in.
Invoices & online payment
Customers view invoices and pay by card or Direct Debit straight from the portal, with everything reconciled back to the job.
Two-way messaging
Keep the conversation in one thread tied to the job — questions, photos and approvals — instead of scattered across texts and email.
Documents & certificates
Share certificates, RAMS, warranties and job photos. Customers always have their paperwork on hand without chasing you for copies.
Secure, no-login access
Send a secure link by email or SMS. Nothing to download, no account to create — just a clean, professional experience under your brand.
Built for every trade
The customer portal works the same whether you fit boilers, rewire houses or fell trees — and ties into the right paperwork for your trade.
- Suits sole traders and multi-engineer firms across all 58 supported trades
- Share trade-specific certificates — Gas Safe, EICR, FENSA, RAMS and more
- Quote approval and deposit collection before work starts
- Real-time job status fed straight from your engineers' offline-first mobile app
- Card and Direct Debit payment with Xero and QuickBooks sync that pushes invoices, payments and contacts across
- Fully branded with your logo, colours and business details
Common questions about the customer portal
Do my customers need to download an app or create an account?
No. The customer portal opens in any web browser from a secure link you send by email or text. There is nothing for your customer to download and no password to remember unless they want one.
Can I update job status from my phone while I'm out on site?
Yes. Gaffer's mobile app is offline-first, so you can update job progress and notes with no signal and the customer portal updates automatically once you sync.
Can customers pay invoices through the portal?
Yes. Customers can view and pay invoices by card or Direct Debit directly in the portal, and payments reconcile back to the job and your accounting software.
Is the customer portal included in the price or an add-on?
The customer portal is included in your Gaffer subscription. You can try everything free for 14 days with no card required — see pricing for details.
Give every customer a portal of their own
14 days free. Full access. No card needed.