Advanced · Customer Portal

A self-service portal your customers will actually use.

Give every customer a single place to view quotes, approve jobs, see and pay invoices, and review history — fewer phone calls, faster sign-off, happier clients.

Multi-site support Job history at a glance Online approvals
Tablet showing the Ascora Customer Portal
01 · Easy access

Self-serve, 24/7

One branded login lets customers see their quotes, jobs and invoices any time of day — no phone tag, no email digging.

02 · All-in-one view

Updates, files, progress

Live job progress, attached photos, plans and signed documents — everything in one secure, organised place.

03 · Safe & branded

Looks like you. Built like a vault.

Your logo, your colours, your domain — wrapped around enterprise-grade security so customers feel safe sharing the lot.

04 · Less admin

Hours back every week

Automated updates and self-serve approvals slash the back-and-forth — your team stops chasing and starts shipping.

What it does

Bring every customer interaction online.

The Ascora Customer Portal centralises records, contact roles, job history and multiple sites — and gives customers a clean, branded space to interact with your business.

Manage customer records in Ascora

Manage customer records.

Keep contacts, roles, sites, billing details and notes together. Anyone in the team can pick up the phone and instantly see who they're talking to and what's gone before.

Centralised job history

Centralised job history.

Every quote, job, invoice, photo and signed-off form against a customer is one click away — handy for return visits, warranty work or upselling extra services.

Customer Portal in Ascora

The Customer Portal.

Customers log in to their own portal to see quotes, approve work, download invoices and review job history — cutting phone tag and speeding up approvals.

How customers use the portal

A self-service experience your customers love.

Everything a customer might pick up the phone for — bookings, approvals, payments, history — wrapped in your branding and accessible 24/7.

↗ Book jobs online

Bookings, on their schedule

Customers book jobs anytime against your live availability — no calls, no emails, no missed weekend opportunities.

✉ SMS notifications

"Tech is on the way"

Automated SMS updates with the tech's name, photo and live map tracking — fewer "where are they?" calls.

✓ Quote approvals

Sign-off on the spot

Present a quote in the portal and capture customer approval instantly — no delays, no paperwork, no chasing.

$ Pay onsite or online

Get paid before you leave

Customers tap to pay by card on the spot, or settle online from the portal — cash flow goes from weeks to minutes.

↻ Automated follow-ups

Reminders that work for you

Quote, job and invoice reminders fire automatically — keep the pipeline moving without lifting a finger.

▤ Service history

The full record, at a tap

Past jobs, photos, sign-offs and notes — instantly available to customers and staff for repeat work and warranty claims.

Make it easy for customers to say yes.

14-day free trial · no credit card · live in days. Stand up a branded customer portal as part of onboarding.