Cockpit feature · Agentur package
Customer Portal
Customers log in themselves to see appointments, invoices and documents: fewer callbacks, more transparency.
Included in Premium, available as an add-on for Basis/Pro (Agentur package)
"When are you coming by again?" "Can you send me that invoice again?" Questions like these cost time on the phone. The customer portal gives every customer their own login to check things themselves.
Appointments, invoices, documents and the status of ongoing jobs are visible to the customer at any time, without anyone in the office having to look it up and reply.
Projects with live progress
The customer sees progress bars and tasks, and if you want, even the live running timer.
Whether time is visible is your call, per setting.
More about Project Tasks & Timer
Invoices as PDF — any time
Only issued invoices: open, paid, overdue. Drafts never show up here.
PDF download without calling the office.
More about Invoices & XRechnung (e-invoicing)
Files, help and tickets in one place
Upload and download files, search help articles, open tickets.
Strict tenant separation: every customer sees only their own data.
More about Knowledge Base (FAQ)
What it does
- Individual login for every customer
- Appointments & job status visible in real time
- Invoices & documents available for download
- Credentials vault incl. portal handover
- Fewer callbacks by phone/email
- Presents professionally to commercial clients
Discover more features
Included in these trade solutions
Ready-to-run trade systems built on this feature.
Try it yourself — no registration
Every trade has its own live demo with sample data. Or pick your package right away: the whole team is included.