Platform features
Customer portal
Branded client hub for quotes, jobs and reports
Give clients a professional login where they see live progress, accept quotes, download documents and message your team — all under your practice branding, not a generic file-sharing link.
What's included
- Customer login area
- Live status updates
- Secure document downloads
- Customer messaging
- Review collection after completion
- Full white-label branding
Explore more features
- Lead & salesInstaFlow™ pipeline from enquiry to booked survey
- ComplianceTerms, signatures and audit trails built in
- Team operationsSurveyors, diaries, workload — and InstaScope™ from report to tender
- Report writingBuilt-in builder, libraries and photo annotation
- InstaScope™ & InstaTender™SOW to live tender in one connected flow