Extras agreed on site
The work changes, but the price and scope are not written down.
A recorded yes
Send each variation as a PDF for acceptance, with the date and version on record.
Send quotes and variations for customers to accept online. Keep the agreed version alongside drawings and progress photos, so you spend less time explaining the paperwork and more time on the job.
14 days free. No card needed.
Record acceptance of quotes and extras before starting.
Share progress photos and collect snagging details.
Show connected Xero invoices in the same login.
Your logo and colours, from the login page to the customer portal.
Dashboard
Hello, Chris
3 things to do
Checklists
1 openKitchen extension
2 of 3 sentSent to you 6 Oct 2026
Before we start
All receivedSent to you 18 Sept 2026
Try one request you normally send by email. 14 days free, no card needed.
A quick conversation is easy to forget. A clear record helps everyone know what was agreed.
The work changes, but the price and scope are not written down.
A recorded yes
Send each variation as a PDF for acceptance, with the date and version on record.
You are piecing the list together from several conversations.
A form for snagging
Collect the description and photos together, under the right customer.
The customer needs the invoice and agreed quote to understand the amount.
Paperwork they can find
Keep quotes and documents in their portal. Connect Xero to show invoice PDFs alongside them.
Write quotes as you do now. Use PORTALD to send the PDF and record acceptance.
Make the customer portal look like your business.
Use the name and email of the person who approves the work.
Invite them and send the PDF for acceptance. You can see when they agree.
Get one piece of work accepted online. Use the 14-day free trial to see whether a clearer record saves you admin later.
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Yes. Write the variation as a PDF and send it for online acceptance. PORTALD records the response; it does not write contracts or replace legal advice.
No. Photos and updates appear when they sign in. Let the customer know when you have added something they need to see.
No. They can view connected Xero invoices and download PDFs, but payments stay with your existing payment method.
No card needed. Try Solo free for 14 days, then subscribe for £25 + VAT/month if it works for you. Otherwise, customer access pauses and your setup stays saved. Solo covers up to 100 active customers.