A Professional Customer Portal That Stops the Phone Calls
Your customers get a branded portal where they can view quotes, accept online, ask questions, and track job progress. No more chasing PDFs over WhatsApp. No more calls asking when you will be finished. Professional from first impression to final handover.
15-minute walkthrough. No credit card required.
How the customer portal works
From the moment you send a quote to the day you hand over the completed project, the portal keeps your customers informed and your phone quiet.
Branded quote presentation
Customers see a professional branded page with your logo, colours, and a clear cost breakdown. Not a PDF attachment in an email. A proper web page they can view on any device.
Online quote acceptance
One click to accept. No printing, no scanning, no chasing signatures. The customer accepts, you get notified, and the quote moves to your pipeline as accepted.
In-portal messaging
Customers can ask questions directly through the portal. You reply from ScopeKit. The full conversation is attached to the quote, so nothing gets lost in WhatsApp or email.
Job progress tracking
Once work starts, customers can see what stage the project is at. Fewer calls asking when you will be finished. Fewer texts asking if you are coming today.
Automatic notifications
Customers get notified when their quote is ready, when work is scheduled, and when milestones are reached. You do not have to remember to update them manually.
View tracking
Know when a customer opens your quote. Follow up when they are actively looking at it, not when they have forgotten about it.
Questions contractors usually ask
What buyers ask before signing up — answered straight.
01
Do customers need to remember another password?
No. The portal uses passwordless magic-link login — customers enter their email, receive a link, and they're in. No password manager needed; no support tickets when they forget it.
02
What does it actually look like to my customer?
Your branding, your colours, your logo. Customers see a professional web page with their quote, the option to accept online with a digital signature, and a thread to message you with questions. Once work starts, they see milestone progress and any handover documents. They never see the word 'ScopeKit'.
03
Will this stop the phone calls asking when we're coming?
Yes, in our experience that's the most common piece of feedback from contractors. Customers see scheduled visits, on-the-way notifications and milestone updates without picking up the phone. Field workers can fire an 'On My Way' alert with one tap; the customer gets a live ETA.
04
What about the handover at the end of a project?
ScopeKit assembles a branded handover pack — operating manuals, certificates, as-built drawings, sign-off documents — and the customer receives it via the portal. You keep a permanent audit trail; they keep a clean professional record they can pass to the next owner.
05
If a customer wants to leave a Trustpilot review, can they do that from the portal?
Yes. After a project is signed off, the portal can prompt for feedback and link straight to Trustpilot, Google, or any review platform you nominate. Reviews drive new business; the portal makes the ask at the moment the customer is happiest.
The customer portal is available on Growth and Enterprise plans. See pricing to compare tiers.
Related features
Trades using portal
Industries
Look professional, work efficiently
Join UK construction businesses whose customers accept quotes online and track progress without calling.
15-minute walkthrough. No credit card required.