Example project · New build

Customer portal for a field-services business

A self-service portal where customers book visits, approve quotes and pay invoices — replacing phone calls and emailed PDFs.

This is a representative example of a project type we take on — a typical situation, approach and scope — not a description of a specific client engagement. Timelines are indicative; yours will depend on the details.

The situation

A service company runs on a back-office system its customers can't see into. Every booking, quote approval and invoice question becomes a phone call or an email thread, and office staff spend their day relaying information that already exists in a database.

How we approach it

Map the real workflows with office staff first, so the portal mirrors how jobs actually move.
Build a secure customer login over the existing system's data rather than replacing that system.
Ship the highest-volume task first — usually booking or quote approval — then add payments and history.
Give staff an admin view to see exactly what each customer sees.