Customer portal

Give every customer their own window on the job.

They see progress, answer quotes, sign contracts and message your team in one login, instead of ringing to ask.

A couple on their sofa looking at their kitchen job's progress in the Cabby customer portal on a laptop

They can see where their job is up to

The question you answer most is answered before they ask it.

  • Progress in plain steps

    From enquiry to complete, with the step the job is on now.

  • Their documents in one place

    Quotes, contracts and files for the job, and they can upload their own.

  • In your name

    Your logo and your shop's name are on their login.

Messages stay on the job

Customer conversations sit with the job, not in one person's inbox.

  • One conversation per job

    Everything the customer has asked, and what they were told.

  • Your team answers from Cabby

    The office replies from the job, so anyone can pick it up.

  • Nothing lost when someone is away

    The history stays with the job.

Quotes accepted and contracts signed online

No printing, scanning or chasing a signature.

  • Signed on any device

    Contracts are signed in the portal with Sign Sure, with reminders until they are.

  • Accept, decline or ask for changes

    The customer answers the quote on the page.

  • You know straight away

    Your team is told the moment a customer answers.

Ask how it went

Finish the job by asking, while it is still fresh.

  • A survey after the install

    Sent from a task when the job is done.

    An installer showing a couple a drawer in their finished kitchen
  • Unhappy answers get followed up

    A low score alerts the team and creates a follow-up task on the job.

  • Your own questions

    Ask what you want to know.

An installer showing a couple a drawer in their finished kitchen

What's included

Everything your customer needs, in one login

  • Customer login

    One login for the whole job.

  • Job progress

    The step the job is on, in plain words.

  • Messages

    One conversation per job.

  • Document signing

    Contracts signed online.

  • Documents

    Files for the job, both ways.

  • Surveys

    Ask how it went, and follow up.