The certificate resend
You have already sent it, but the landlord needs it again.
A place to find their certificates
Upload the PDF to their Files page. Customers can download it whenever they need a copy.
Fewer calls for the certificate you already sent
Give customers a login for their certificates and job photos. They can find a copy themselves, while you collect access details before the visit. Less office work between jobs.
14 days free. No card needed.
Customers download shared certificates without asking you to resend them.
Collect boiler photos and access notes before you set off.
Get your service terms accepted online.
Your logo and colours, from the login page to the customer portal.
plumber-example.portald.co.uk
EPPowered by PORTALD
- Dashboard
- /Checklists
- /Annual boiler service
Checklist
Annual boiler service
Please send these before your visit, so we bring the right parts.
1 thing to do2 of 3 sent
2 quick questions and a signature
Needed
Photo of the boiler
A clear photo of the whole boiler, and one of the label with the make and model.
Sent – we’re checking it1 file uploaded
Previous gas safety record
Received1 file uploaded
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Less admin between jobs
Every resend and missing detail interrupts the day. Put the paperwork where customers can find it.
Missing access details
A key code or contact number arrives after you have set off.
Ask before the visit
A short form collects access notes and photos in one place, ready for you to check.
Terms agreed in a hurry
It is hard to remember which version the customer accepted.
Keep acceptance on record
Send your terms as a PDF. See who accepted them, which version and when.
Start with your next service
Keep your certificate software. PORTALD is where you share the finished PDF.
Add your logo
Your branding appears on the customer login and invite email.
Add one customer
Use their name and email. One customer is enough to try it.
Share the certificate
Upload the PDF, make it visible to them and send the invite.
Features for plumbers
Other industries
Try it with one regular customer
Share the certificate you keep resending. Use 14 days free to see whether fewer interruptions make your day easier.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Does it create gas safety certificates?
No. Create them in your usual certificate software, then share the PDF through PORTALD.
Will customers need an app?
No. They open your invite, set a password and use their phone browser. Their shared documents stay there for the next time they need them.
Can customers send photos before a visit?
Yes. Send a photo request so they can use their phone camera. If the image is unclear, ask for another copy with a reason.
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.