Customer portal for plumbers
Plumbers' Portal
Plumbing and heating customers do not just need the job done. They ask for quotes, boiler photos, gas safety records, service reminders and invoice copies. PORTALD gives every customer one branded place to find the paperwork and finish the admin.
Keep gas safety records, job evidence and signed terms attached to the right customer.
Give landlords and homeowners one login for invoices, uploads and completion documents.
Cut repeat calls asking whether a certificate, photo or receipt has been sent.
Free for 14 days. Build a branded customer portal before you pay.
portal.demoplumber.com
PORTALD
Heating job pack
Items ready
7
Research-led pain points
What plumbers keep chasing.
HSE guidance makes the gas safety record a document customers may need quickly, and existing tenants must receive a copy within 28 days of the check. For a small plumbing business, the pain is not only creating the record; it is proving it was sent, keeping it with the job and answering the same customer questions later.
Pain point 01
Certificates and records get separated from the job
A landlord gas safety record, service sheet or warning notice is only useful when the customer can actually find it. PORTALD keeps the document in the same customer portal as the invoice and job updates.
Pain point 02
Landlords and agents ask for copies again
Instead of searching email for a CP12-style record, the office can point the customer back to their portal where the latest filed documents are visible.
Pain point 03
Site details arrive in bits
Access notes, tenant phone numbers, appliance photos and follow-up approvals often arrive by text. PORTALD collects them through customer forms and uploads before the engineer wastes a visit.
How PORTALD helps
How PORTALD helps plumbers.
Landlord job packs
Create a customer-facing folder for gas records, appliance photos, invoices, signed service terms and next-service reminders.
Pre-visit forms
Ask customers for access details, boiler model, tenant contact details and photos before the appointment.
Xero invoice self-service
Let customers see outstanding and paid invoices without asking the office to resend copies.
Workflow
From request to clean record.
PORTALD keeps the client-facing steps clear while your internal tools stay private.
Invite the customer before the job
Send one portal link for access details, uploads and signed terms.
File documents after the visit
Add certificates, records, photos and updates to the customer record.
Let the customer self-serve
Customers return to the same place for invoices, proof and future service information.
Related features
Useful PORTALD pages for plumbers.
Try PORTALD free for 14 days.
Build a branded customer portal for your real customers and see whether it cuts the chasing before paying.
Can plumbers use PORTALD for gas safety paperwork?
PORTALD can store and present customer-facing gas safety records and job documents in a branded portal. It does not replace specialist gas certificate creation software.
Can customers upload photos before a visit?
Yes. PORTALD forms and upload requests can collect appliance photos, access notes and supporting documents before the engineer attends.