How it works
Features
AI document checkerInvoices from XeroCustomer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer forms
About
About PORTALDGuidesContact
Pricing
Business loginStart free trial
HomeIndustriesBuilders

Get the extras agreed before you do the work

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.

Start your 14-day free trialSee pricing

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.

builder-example.portald.co.uk
EBPowered by PORTALD

Dashboard

Hello, Chris

3 things to do

Checklist to finish1 item still needed for Kitchen extension.Open checklist
Contract to reviewReview and accept Kitchen extension variation.Open contract
Invoice due£2,400.00 is currently due.View invoices

Checklists

1 open

Kitchen extension

2 of 3 sent

Sent to you 6 Oct 2026

Open

Before we start

All received

Sent to you 18 Sept 2026

View

Try this with your own documents

Try one request you normally send by email. 14 days free, no card needed.

Start free trial

Keep the job and the paperwork together

A quick conversation is easy to forget. A clear record helps everyone know what was agreed.

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.

Snagging photos in messages

You are piecing the list together from several conversations.

A form for snagging

Collect the description and photos together, under the right customer.

Questions about stage invoices

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.

Start with the next quote

Write quotes as you do now. Use PORTALD to send the PDF and record acceptance.

01

Add your logo

Make the customer portal look like your business.

02

Add the customer

Use the name and email of the person who approves the work.

03

Send the quote

Invite them and send the PDF for acceptance. You can see when they agree.

Guides for builders

  • Subcontractor onboarding checklist
  • Are electronic signatures legal in the UK?
  • The 14-day cancellation rules for online sign-ups

Features for builders

Small business portalOnboarding portalSecure upload portal

Other industries

PlumbersElectriciansDesigners

Try your next quote or variation here

Get one piece of work accepted online. Use the 14-day free trial to see whether a clearer record saves you admin later.

Start free trial

14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.

Can I use it for variations?

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.

Do customers get alerts for every update?

No. Photos and updates appear when they sign in. Let the customer know when you have added something they need to see.

Can customers pay deposits in PORTALD?

No. They can view connected Xero invoices and download PDFs, but payments stay with your existing payment method.

Do I need a card, and what happens after 14 days?

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.

Start free trial

14 days free·No card to start

Client portals for UK small businesses. Less chasing for forms, files and signatures, with optional AI checks and connected Xero invoices.

Built and run in the UK

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

hello@portald.co.uk

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How it works
Features
AI document checkerInvoices from XeroCustomer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer forms
About
About PORTALDGuidesContact
Pricing

Company

Start free trial14 days free, no card to start.Business loginHelpContactTrust & securityReport suspected abusePrivacyTerms
Industries
PlumbersElectriciansBuildersAccountantsBookkeepersSolicitorsDesignersConsultantsLetting agents

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hello@portald.co.uk