Customers find their own invoices and certificates
Self-service quotes, invoices and status.
Part of public portals in Gaffer, which replaces emailing a PDF and hoping.
A customer experience that looks like a much bigger company.
Branded quote acceptance, invoice payment and review pages, a homeowner account showing every job and certificate, and a public trade profile page that wins the enquiry.
Customers pay and approve in one tap, and tell their neighbours about it.
Customer portal is one of the 6 things in public portals. See the rest →
- Customers see their quotes, invoices, jobs and certificates in one place
- They can accept, pay, download a certificate or send you a message
- Cuts the “can you resend that?” emails to almost nothing
- Makes a two-van business look like a national one
Step 03 of the job: accepted
One tap on the quote link accepts it with a digital signature and pays the deposit by card or Apple Pay. The quote becomes a job, the job goes on the calendar, and the engineer is notified.
Public Portals is where customer portal sits, and that is the step it shows up in most. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What is customer portal for?
Customers see their quotes, invoices, jobs and certificates in one place They can accept, pay, download a certificate or send you a message
Does my customer need an app or a login?
Neither. They tap a link and see their quote, invoice or certificate. No account, no password, nothing to install.
Is it branded as my business or as yours?
Yours. Your logo, your colours, your business name and your terms. Gaffer is not mentioned on the pages your customers see.
Which plan is it on?
Every paid plan. Customer portal is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
Put customer portal to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.