Customer Portal

Give customers a clear, controlled view of their relationship with you.

The portal brings approved customer-facing records together without exposing internal commercial, operational or supplier information.

Features

Capabilities supporting this part of the Helix platform.

Customer-scoped portal access

Quotes, jobs, documents and invoices

Installed-system visibility

Published-file controls

Separate staff and customer permissions

Richer appointment and service interactions

Online approvals and payments

Customer maintenance journeys

Expanded secure self-service

Workflow at a glance

Clearer customer experience

Fewer status queries

Controlled transparency

Connected domains