Customer portals

Clients log in and find it themselves.

A customer portal gives each client a login and a page of their own, with their documents, invoices and updates in one place. We build it around how you work, then keep it running.

What your clients can do there.

  • See where things stand.

    Each job, case or order shows its status, updated as the work moves along.

  • Find their documents.

    Contracts and reports in one place, always the latest version, without digging through email.

  • Pay what they owe.

    Open an invoice and pay it by card. Receipts are kept for them, and for your books.

  • Send you what you need.

    Forms and photos go straight to the right job, with the right details the first time.

  • Ask for something.

    A visit, a repair or a meeting. They see when it’s booked, and you see every request in one list.

  • Message you.

    Questions sit next to the job they’re about, where anyone on your side can pick them up.

Who logs in, and why.

  • Law offices.

    Clients check where their case stands, sign documents and pay invoices, without calling to ask.

  • Property managers.

    Tenants pay rent and report repairs. Owners log in to see their monthly statements.

  • Contractors.

    Customers see the schedule and progress photos, and approve changes before you start them.

  • Retailers.

    Trade customers reorder their usual items and download past invoices whenever they need them.

Four questions to answer before you build.

  1. Question 01

    Who logs in?

    Clients, tenants, members or your own staff. Each group can see different things.

  2. Question 02

    What should they see first?

    Start with the questions people email you most. Those answers belong on the first screen.

  3. Question 03

    What can they change?

    Looking is simple. Paying, uploading and booking each need more care, so pick the ones that matter most.

  4. Question 04

    Where does it live today?

    If it’s in QuickBooks or a spreadsheet, the portal can read from it, so nobody types it twice.

Bring your answers to the intro call, even rough ones.

Each client sees only their own things.

Every page checks who is logged in before it shows anything, and an experienced engineer checks every change before it goes live.

Security updates, monitoring and daily, tested backups are part of looking after it. If it goes down, we get an alert and fix it.

What it costs.

A customer portal is an app. Its first version is a one-time flat fee, agreed in writing before any work starts, and the price depends on what clients need to do in it.

Websites and upkeep

Always On

$199 /month

Keeps your portal online, backed up and up to date with security fixes.

Compare the plans

Questions about portals.

Something else on your mind? Write to hello@eureka.dev.

Book a free intro call
Can it show what’s already in QuickBooks or our spreadsheets?

Usually, yes. Invoices, balances and job details can come straight from the tools you already use, so you only update them in one place.

Do clients need to download an app?

No. It works in the browser on any phone or computer, at your own web address with your logo and colors.

Can we start with one thing?

Yes. Start with what clients ask about most, like invoices or documents. With Always Improving, we add the next piece whenever you’re ready.

What happens if I cancel?

Both plans are month-to-month. When you cancel, we hand over the code, the data, the docs and every login, so your portal keeps running without us.

Got an idea? Let’s have a eureka moment.

Book a free 30-minute intro call. Bring the questions your clients ask you most.

Book a free intro call

or write to hello@eureka.dev