Another request for the EICR
The agent or homeowner cannot find the email, so you have to send it again.
Shared documents they can find
Upload the certificates from your usual software to the customer Files page.
Keep EICRs, job photos and accepted quotes under one customer login. Agents and homeowners can find their paperwork without calling you, and you spend less time digging through old emails.
14 days free. No card needed.
Share certificate PDFs customers can find again later.
Send remedial quotes for online acceptance.
Collect site contacts, photos and PO numbers before a job.
Your logo and colours, from the login page to the customer portal.
Dashboard
Hello, Jordan
1 thing to do
Files
EICR – 22 Mill Lane.pdf
Shared by Example Electrical1.2 MB | Uploaded 16 Oct 2026
Minor works certificate.pdf
Shared by Example Electrical284.6 KB | Uploaded 25 Sept 2026
Try one request you normally send by email. 14 days free, no card needed.
Missing certificates and scattered approvals can keep a finished job on your to-do list.
The agent or homeowner cannot find the email, so you have to send it again.
Shared documents they can find
Upload the certificates from your usual software to the customer Files page.
Photos, the quote and acceptance end up in separate messages.
Quotes accepted online
Send a PDF for acceptance. The record shows who agreed, when and which version.
Facilities, accounts and the site contact each send a different part of the picture.
One customer record
Add the relevant contacts and collect the site details on a form before you arrive.
Keep the tools you use for the electrical work. Move the customer paperwork into one place.
Your portal uses your logo and colours.
Choose someone who regularly needs copies of certificates.
Share an EICR PDF, then invite the customer to find it in their portal.
Give one customer access to their paperwork. Try it free for 14 days and see whether it saves you the next resend.
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
No. Create EICRs and other certificates in your usual software. PORTALD stores and shares the PDFs; it does not certify the work.
Yes, when you connect Xero and link the customer. They can see amounts due and download PDFs, but they pay you outside PORTALD.
Yes. Invite the right customer contacts and each gets a login. They can find the documents you share from a phone or computer.
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.