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HomeIndustriesPlumbers
Customer portal for plumbers

Plumbers' Portal

The repair may take an hour. The messages around it can run for days. PORTALD gives plumbing and heating customers one branded place to send boiler photos, confirm access, find job documents and check their invoices.

Keep job photos, customer-facing records and signed terms with the right customer.

Collect access details, appliance information and photos before the engineer sets off.

Give landlords and homeowners one login for documents, updates and invoices.

Your logo, colours and web address appear across the whole portal.

Start your 14-day free trialSee pricing

14 days free. No card needed. Build your branded portal before you pay.

plumber-example.portald.co.uk

PORTALD

Heating job pack

Items ready

7

Gas safety recordReady for landlordFiled
Boiler photosUploaded after serviceUpdated
Service termsAccepted before visitSigned
The admin behind the work

Where the admin starts to pile up.

Most customers are not trying to create extra work. They simply cannot find the record, do not know whether their photo arrived or need another invoice copy. Those small requests become a sizeable office job when everything lives in separate inboxes.

Common issue 01

Certificates and records get separated from the job

A service sheet or customer-facing record is only useful when the customer can find it. PORTALD keeps it beside the invoice, photos and job updates instead of in an old email thread.

Common issue 02

Landlords and agents ask for copies again

When a landlord, tenant or agent needs another copy, your team can point them to the portal rather than search sent mail and attach the same file again.

Common issue 03

Site details arrive in bits

Door codes, tenant numbers, appliance photos and parking notes often arrive in separate messages. A short form gathers them together before the visit is booked.

How PORTALD helps

How PORTALD helps plumbers keep customers moving.

Landlord job packs

Give each customer a tidy home for service records, appliance photos, invoices, signed terms and future reminders.

Pre-visit forms

Ask for the boiler model, fault photos, access instructions and the best on-site contact in one go.

Invoice self-service

Customers can open current and previous invoices themselves, even when the office is closed.

Workflow

A simple way to keep every request in order.

Customers see what they need to do next. Your team sees what has arrived.

01

Invite the customer before the job

Send one link for access details, fault photos and any terms that need accepting.

02

File documents after the visit

Add the service record, job photos and a clear update while the visit is still fresh.

03

Let the customer self-serve

Customers return to the same login for documents, invoices and future service information.

Related features

Features that may help plumbers.

Customer document portalSecure upload portalSmall business portal
More industries

More businesses using PORTALD.

ElectriciansBuildersBookkeepers

Try PORTALD free for 14 days.

Set up a portal for your plumbing or heating business, send your first customer checklist and see how much chasing it removes before you pay.

Start my free 14-day trial

No card needed. Add your logo, build your first workflow and start inviting customers.

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. Send a checklist that asks for appliance photos, access notes and supporting documents before the engineer attends. The customer can complete it from their phone.

Can I try PORTALD before paying?

Yes. Start a 14-day trial without a card, add your branding, build your first workflows and start inviting customers or clients. You can decide whether PORTALD fits your business before paying.

Branded client portals for UK small businesses. One place for customers to log in, complete forms, upload documents, sign forms, read updates and check invoices.

Built and operated in the UK

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

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

01908 410917·hello@portald.co.uk

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How it works
Features
Customer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer formsAI document checker
About
Contact
Pricing
Accounting invoice portal

Company

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Industries

PlumbersElectriciansBuildersAccountantsBookkeepersSolicitorsDesignersConsultants

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