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HomeIndustriesElectricians

Give customers a place to find their certificates

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.

Start your 14-day free trialSee pricing

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.

electrician-example.portald.co.uk
EEPowered by PORTALD

Dashboard

Hello, Jordan

1 thing to do

Contract to reviewReview and accept Remedial works quote.Open contract

Files

Send a file

EICR – 22 Mill Lane.pdf

Shared by Example Electrical

1.2 MB | Uploaded 16 Oct 2026

ViewDownload

Minor works certificate.pdf

Shared by Example Electrical

284.6 KB | Uploaded 25 Sept 2026

ViewDownload

Try this with your own documents

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

Start free trial

Finish the job without the paper chase

Missing certificates and scattered approvals can keep a finished job on your to-do list.

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.

Remedial work needs a clear yes

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.

Site details are spread around

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.

Try it on the next certificate you share

Keep the tools you use for the electrical work. Move the customer paperwork into one place.

01

Add your logo

Your portal uses your logo and colours.

02

Add a customer

Choose someone who regularly needs copies of certificates.

03

Upload and invite

Share an EICR PDF, then invite the customer to find it in their portal.

Features for electricians

Customer document portalDocument collectionOnline customer forms

Other industries

PlumbersBuildersConsultants

Stop resending the same EICR

Give one customer access to their paperwork. Try it free for 14 days and see whether it saves you the next resend.

Start free trial

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

Does PORTALD issue electrical certificates?

No. Create EICRs and other certificates in your usual software. PORTALD stores and shares the PDFs; it does not certify the work.

Can customers see invoices too?

Yes, when you connect Xero and link the customer. They can see amounts due and download PDFs, but they pay you outside PORTALD.

Can agents and homeowners use it?

Yes. Invite the right customer contacts and each gets a login. They can find the documents you share from a phone or computer.

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
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