A portal your customers can use
A client account reads that one client’s record: properties, what is installed room by room, contacts, checklists and their sign-offs, photos, and the report as a page, a PDF, or a Word document. Its copy of the report leaves out the team’s internal notes, files, access details, and credentials. There is no search, no tree, and nothing from any other client. Portal sign-ins never take a staff seat.
Requests and logins, without email
Customers raise service requests in the portal and read the team’s replies there. When the team needs a login only the customer holds, it asks in the portal; what the customer sends is encrypted the moment it arrives and filed for review.
The other way round, a manager can send one stored login by a one-time link that lives up to seven days, asks before it shows anything, and shows nothing once opened. Link previews in chat apps and email cannot use it up.
Share a report with anyone
A share link gives someone without an account — a landlord, an inspector, another trade — a read-only copy of one property’s report until it expires (thirty days at most) or is revoked. Each link shows when it was opened and how often. Notes, access facts, files, and checklists are always left out.
Questions and answers
Do client portal users count as seats?
No. Client portal sign-ins never take a staff seat on any Cablefolio plan; the portal is part of the Pro and Business plans.
What can a customer see in the client portal?
Their own properties, what is installed, contacts, checklists and sign-offs, photos, service requests, and their reports. They never see the team’s internal notes, files, access codes, credentials, or any other client.
How do one-time secret links work?
A manager sends one stored login by a link that expires within seven days. The page asks before revealing anything, shows the username and password once, and then shows nothing; preview bots cannot spend it.