Customer Experience

Customer Portal

Allow your Customers to login to a branded portal giving them easy access to their Quotes, Jobs and Invoices. Let them accept Quotes, view Job progress and even share files in the Ascora Customer Portal.

Tablet showing Accounts Integration

Easy Access

Give customers a self-serve portal for jobs, quotes, and invoices.

All-in-One View

Keep updates, files, and progress in one secure place.

Safe & Branded

Offer a professional, secure experience with your branding.

Less Admin

Reduce back-and-forth with automated customer updates.

Ascora integrating with Xero

Manage Customer Records

Create and manage customer profiles, contacts, multiple sites, and billing preferences—all from one place. Syncs with your accounting software for consistency.

Ascora integrating with Xero on the portal

Centralized Job History

Instantly view every quote, job, invoice, and interaction tied to a customer—complete with statuses, attachments, and payment records—all in one place.

Ascora integrating with Xero

Customer Portal

Let customers log into their own secure portal to request quotes, approve jobs, view updates, and track job progress in real time—freeing up your admin team and improving overall communication and transparency.

Book jobs online

Let customers book jobs anytime based on your real-time availability — no calls or emails required.

Receive SMS notification

Send automated SMS updates when your tech is on the way — complete with their name, photo, and live map tracking.

Approve quote instantly

Present quotes on site and get customer approval instantly — no delays, no paperwork.

Pay onsite or online

Accept credit card payments in the field to improve cash flow and reduce follow-up admin.

Received automated follow-ups

Send automatic reminders for quotes, jobs, or invoices to keep things moving without extra admin effort.

Access service history

Give your team or customers access to past jobs, photos, and notes to speed up repeat work or follow-ups.