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.

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.
MenuHenley Street JoineryPower PortalHomeYour JobsMessagesSigningDocumentsQuotes & PricingAccountSign OutSarah Mitchellsarah.mitchell@example.comHenley Street Joinery / Your JobsSMSarah MitchellBack to Your Jobs
In ProductionHenley Street Kitchen
Job #1043 · 14 Henley Street, Marrickville
Project Progress67%Complete
- Enquiry14 Oct
- Design28 Oct
- Quoting16 Nov
- Approved18 Nov
- ProductionIn progress
- Installation
- Complete
Job OverviewLatest Quote$24,123incl. GST · Sent 16 NovProject TypeKitchenStarted 18 Nov 2026Documents22 filesMessages11 messageTheir documents in one place
Quotes, contracts and files for the job, and they can upload their own.
MenuHenley Street JoineryPower PortalHomeYour JobsMessagesSigningDocumentsQuotes & PricingAccountSign OutSarah Mitchellsarah.mitchell@example.comHenley Street Joinery / DocumentsSMSarah MitchellBack to Job
Documents
UploadShared by Henley Street Joinery
Quote QQ-0412 v1 (signed).pdf412 KB · Quotes · 6 Nov 2026 · Alex HarperConcept drawings rev B.pdf2.8 MB · Drawings · 9 Nov 2026 · Alex HarperYour Uploads
benchtop-sample.jpg1.6 MB · Customer uploads · 30 Nov 2026 · Sarah MitchellUpload Documents
Folder: Customer uploads
Drop files here or click to browsePhotos, PDFs, and documents up to 50MBbenchtop-sample.jpg100%DoneBackUploading...Done
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.
MenuHenley Street JoineryPower PortalHomeYour JobsMessagesSigningDocumentsQuotes & PricingAccountSign OutSarah Mitchellsarah.mitchell@example.comHenley Street Joinery / MessagesSMSarah MitchellMessages
AHAlex Harper
Hi Sarah, the cabinets are in assembly and the benchtop goes to the stone mason on Thursday.
3 days agoSarah Mitchell
Can we move the install to the 18th?
Just nowAHAlex Harper
Yes, the 18th works. I've moved it.
Just nowType a message...
Your team answers from Cabby
The office replies from the job, so anyone can pick it up.
Cabby Chat3 messages
AHHi Sarah, the cabinets are in assembly and the benchtop goes to the stone mason on Thursday.
SMCan we move the install to the 18th?
AHYes, the 18th works. I've moved it.
Type a message...
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.
SigningSMAction Required
Supply and Install ContractAwaiting Signature
From Henley Street Joinery · 1 document10/11/2026Ready to signSupply and Install ContractBetween Henley Street Joinery and Sarah Mitchell for the supply and installation of the kitchen at 14 Henley Street, Marrickville NSW, as described in quote QQ-0412.
Sarah MitchellCustomer signatureDate
1 of 1 fields100%
Finish SigningSignatureRequired field✓ Done
TypeDraw
Sarah Mitchell
CompleteSigning Complete!Thank you, Sarah. You have successfully signed all required fields.
Document detailsSupply and Install Contract
Sent by Alex Harper • Henley Street Joinery
Accept, decline or ask for changes
The customer answers the quote on the page.
MenuHenley Street JoineryPower PortalHomeYour JobsMessagesSigningDocumentsQuotes & PricingAccountSign OutSarah Mitchellsarah.mitchell@example.comHenley Street Joinery / Quotes & PricingSMSarah MitchellBack to quotesDownload as PDF
Henley Street Joinery38 Henley Street, Marrickville NSW 2204QQ-0412 · v1Sent 16 Nov 2026Valid until 16 Dec 2026Kitchen total$18,850.00
Laundry total$3,080.00
Subtotal (excl. GST)$21,930.00
GST (10%)$2,193.00
Total (incl. GST)$24,123.00
Deposit · 30%$7,236.90
Accept QuoteDecline Quote
Request ChangesQuote AcceptedThank you! The team has been notified.
Are you sure you want to accept this quote?
Yes, Accept QuoteCancel
You know straight away
Your team is told the moment a customer answers.
Back to Path Pipeline
1042 – Henley Street Kitchen
OverviewContact CoreTask TrackerScope SpaceSales 4100%
Site Visit Completed
Completed 13th of November, 2026 AHConfirm Budget and Timeline
Completed 13th of November, 2026 AH
Design 4100%
Send Proposed Layout
Completed 15th of November, 2026 AHProposed Layout Approved
Completed 16th of November, 2026 AH
Estimation 450%
Send Initial Quote
Completed 16th of November, 2026 AHQuote Accepted
Not Started / Not SetCompleted 16th of November, 2026 AHSend Deposit Invoice
Not Started / Not Set
Lead Flowjust now
Quote Accepted!QQ-0412 v1 has been accepted by the customer
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.

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.
Henley Street Joinery
How did we do?Two minutes on your new kitchen helps us do better work for the next family.
How likely are you to recommend us to a friend or colleague?*
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What is the main reason for your score?
Your answer
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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.