CUSTOMER PORTAL

Give clients their own window into the job — without a login into everything else.

A client-role login where each client sees only their own invoices, warranty claims and certificates — never anyone else's, and never the rest of the platform.

  • ✓ Clients view and download their own invoices, and flag a bank transfer as paid for staff to confirm
  • ✓ Clients submit and track warranty claims on their own orders, through the same review process staff already use
  • ✓ Clients download their own Certificates of Conformance the moment they're issued
See the customer portal in action See all modules
app.scalebespoke.com

What this replaces

  • A client asks for a copy of an old invoice, and someone has to dig it up and email it manually.
  • A warranty issue gets reported by phone or email and re-typed into the system by staff instead of logged directly.
  • A client chasing a certificate of conformance means someone finding the file and sending it across, again.

Inside Customer Portal

What you actually get

Their own invoices, always available

A client logs in and sees, and downloads, every invoice raised against their account — no email requests, no chasing staff for a reissue.

Warranty claims, logged directly

A client raises a warranty claim against one of their own orders and it enters the exact same review pipeline staff already manage in Field Services — no separate spreadsheet, no re-typing.

Certificates, the moment they're ready

Once a Certificate of Conformance is generated in Quality Management, the client it belongs to can download it straight away — no request needed.

The rest of the platform

Works with every other module, out of the box

Customer Portal isn't a silo — it shares clients, jobs and order numbers with the rest of ScaleBespoke.

ORDERS

Orders

From won deal to shipped and installed — one order, followed the whole way.

Explore Orders → CRM

CRM

Every deal, every conversation, every client — in one native pipeline.

Explore CRM → ACCOUNTING

Accounting

Finance that talks to production, not just to your accountant.

Explore Accounting → INVENTORY

Inventory & Warehouse

Know what you have, where it is, and what it's reserved for.

Explore Inventory & Warehouse → RESOURCE PLANNING

Resource Planning

Plan people, jobs and capacity in one place — not three calendars.

Explore Resource Planning → TIME & ATTENDANCE

Time & Attendance

Clock-ins tied to real jobs, not just a timesheet.

Explore Time & Attendance → COMPLIANCE & HMS

Compliance & HMS

Health, safety and compliance documentation that lives with the work, not in a binder.

Explore Compliance & HMS → QUALITY MANAGEMENT

Quality Management (QMS)

Every non-conformance recorded, every certificate traceable — quality that holds up to an audit.

Explore Quality Management (QMS) → BUSINESS INTELLIGENCE

Business Intelligence

The numbers that actually run the business, in one place — not an export away.

Explore Business Intelligence → ASSET MAINTENANCE

Asset Maintenance

Know your equipment's condition before it stops production, not after.

Explore Asset Maintenance → FIELD SERVICES

Field Services

What happens after installation, tracked with the same care as the order itself.

Explore Field Services → CUSTOMER PORTAL

Customer Portal

Give clients their own window into the job — without a login into everything else.

Explore Customer Portal → CAD & DRAWING MANAGEMENT

CAD & Drawing Management

Every drawing version-controlled and signed off before it reaches the shop floor.

Explore CAD & Drawing Management → DOCUMENT MANAGEMENT

Document Management

Every file organized by the job it belongs to, not by whoever last saved it somewhere.

Explore Document Management →

See Customer Portal on your own data

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