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Platform area

Client portal and billing.

This area matters when teams need clients to self-serve updates, open the right documents and move through payment with less friction.

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  • Portal sharing
  • Client visibility
  • Invoices
  • Stripe payments

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Portal + billing
Client portal documents and payments view. Click to enlarge
Why teams look at this

Three problems this part of the platform actually solves.

Most teams land here because the handover from delivery to client is still running through email threads.

Client portal - Highfield Housing

Inspection status Live
Block A Inspection Report.pdf Download
Remedial Quote - March 2026.pdf Download
Client retrieved without request Self-served

Benefit 01

Self-serve access.

Clients retrieve the latest documents and status without waiting for a manual send. The portal is always up to date - so when a client needs the current inspection report or remedials status, they can get it without contacting the team.

  • Latest documents available on demand, not on request
  • Live inspection status visible without email updates
  • Controlled access - clients only see what has been shared

Requests saved - last 30 days

"Can you resend the report?" Portal
"What's the current status?" Portal
"Do you have the latest quote?" Portal
All answered without team input Resolved

Benefit 02

Less chasing.

Portal access reduces repeated requests for the same reports and updates. The three questions in the visual above are the ones teams get asked most - portal access answers all of them without anyone on the team needing to respond.

  • Report resend requests drop once portal is live
  • Status questions answered by the portal, not the team
  • Both sides of the conversation spend less time on admin

Invoice - Block A · March 2026

Work completed & signed off Done
Invoice issued via portal £1,848
Stripe payment link Pay now
Paid - no chasing needed Settled

Benefit 03

Cleaner payment flow.

Invoice links and Stripe reduce friction once delivery reaches billing. The client sees the completed work, the invoice and the payment link in the same place - no separate billing email, no detached system to log into.

  • Invoice delivered through the portal, not a separate email
  • Stripe pay-now link embedded in the same view
  • Payment feels like the final step of delivery, not a separate event

See the capability detail behind each of these →

What lives in this area
What lives in this area

The main capabilities teams review before committing.

Start with the capability closest to your current problem, then go deeper via the guides.

Access control - Highfield Housing

Inspection report Q1 2026 Shared
Remedial quote - March 2026 Shared
Internal inspection notes Not shared
Full workspace data Hidden

Capability 01

Controlled portal access

Publish the right documents and updates without exposing the full workspace. You choose exactly what the client sees - and nothing they should not.

  • Document-level sharing controls per client
  • Internal notes and workspace data stay hidden
  • Access can be updated as the job progresses
Portal rollout guide

Live status - Block A

Inspections 42 of 48 done
Remedials outstanding 6 doors
Next visit scheduled 14 Apr
Client sees this live No email needed

Capability 02

Latest-status visibility

Give clients a cleaner view of the current state instead of forwarding static files repeatedly. The portal reflects live progress - so the status the client sees is always current, not a snapshot from the last email.

  • Inspection progress visible without forwarding
  • Remedials outstanding shown in real time
  • Client sees live state, not a stale forwarded file
Portal rollout guide

Invoice - Block A · March 2026

Remedial work - 6 doors £1,620
Site attendance £228
Total (excl. VAT) £1,848
Linked to job record Attached

Capability 03

Invoice links & billing

Connect invoicing to the same operational trail rather than switching to a disconnected system at the end. The invoice sits in the portal alongside the work it covers - no separate billing email.

  • Invoice issued from within the delivery trail
  • Line items tied to the remedial work record
  • Client sees invoice and completed work together
Invoices & payments guide

Payment - Block A invoice

Invoice amount £1,848
Pay now via Stripe Active
Card or bank transfer Supported
Paid - no chase needed Settled

Capability 04

Stripe payments

Reduce payment friction by embedding a clearer payment path in the same delivery flow. The client pays from the portal - no separate link to find, no different system to log into, no follow-up needed.

  • Stripe pay-now link embedded in the portal
  • Card and bank transfer both supported
  • Payment confirmation without a manual chase
Invoices & payments guide

Each capability has a dedicated guide in the resources library.

Browse all guides
What good looks like

What teams need from this in practice.

Two perspectives - the team managing the client relationship day to day, and the stakeholders deciding whether the portal is worth rolling out.

Operationally

What the team needs day to day.

The friction teams feel managing client-facing documents, status and billing through email threads.

1

A cleaner client experience once documents and status need sharing.

The portal replaces the "can you resend that?" cycle. Once it is set up, the client has a consistent place to check the current state - without the team having to respond to every document request individually.

2

Less admin resending PDFs and answering status questions.

Resending the same inspection report or answering "where are we up to?" is low-value work that adds up quickly across a busy programme. The portal absorbs those requests so the team's time goes elsewhere.

3

Billing that feels like the final step of the same workflow.

Switching tools at the invoice stage - moving from the delivery platform into a separate billing system - creates friction on both sides. The invoice should appear in the same place the client has been watching the job progress.

Commercially

What stakeholders need to see.

The questions buyers and managers ask before committing to the portal and billing module.

1

Will the portal reduce chasing without making access control messy?

The concern is that opening client access creates new problems - clients seeing things they should not, or access becoming hard to manage across multiple jobs. The question is whether the access controls are granular enough to publish confidently without overhead.

2

Can the billing flow connect to the live delivery record strongly enough to feel joined up?

Stakeholders are sceptical of billing integrations that feel bolted on. The question is whether the invoice the client receives genuinely sits within the same delivery trail - or whether it is just another PDF sent through a different channel.

3

Does the portal help clients find the latest documents without support overhead?

If the portal requires a walkthrough, setup calls or ongoing client support to use, it creates more work than it saves. The question is whether a client can land on the portal and immediately find what they need - without hand-holding.

The shared outcome

A client experience that runs itself - documents available on demand, status always current, and billing delivered in the same place the job has been playing out.

Start free trial See use cases
Relevant resources

Guides for this part of the platform.

Use these when you want the process and rollout detail behind each capability - not just the overview.

Rollout guide 6 min read

Client portal rollout

Plan how to launch portal access cleanly and safely. Covers setting up access controls, deciding what to share at each stage and introducing the portal to clients without creating confusion.

  • Setting document-level sharing controls per client
  • Deciding what to publish and when
  • Introducing the portal to clients for the first time
Open guide
Billing guide 4 min read

Invoices and payments

See how billing links and invoice workflows sit inside the platform. Covers creating invoices from the job record, embedding Stripe payment links and keeping billing inside the delivery trail.

  • Creating and issuing invoices from the portal
  • Embedding Stripe pay-now links
  • Keeping invoice history alongside the job record
Open guide
Security guide 5 min read

Security and IT overview

Support access-control conversations around shared documents and portal access. Covers tenant isolation, 2FA, data hosting and what IT teams typically ask before approving external portal access.

  • Tenant isolation and workspace data boundaries
  • 2FA and role-based access controls
  • What IT and security reviewers typically ask
Open guide

More guides available across all platform areas.

Browse all resources
Use cases that start here

The audiences most likely to start with the portal.

Want the audience view instead of the capability view? Start with the use case closest to your team.

01

For housing providers

Housing providers

Easier visibility across a wider portfolio matters most. Housing providers need residents, asset managers and compliance teams to be able to see inspection status and access documents without emailing the contractor for every update.

Why the portal first

Useful when multiple stakeholders - residents, internal teams, regulators - need controlled access to the same inspection and remedials evidence without generating admin overhead every time.

Portfolio visibility Stakeholder access Document sharing
See housing workflow
02

For care settings

Care homes & hospices

Reports need controlled sharing without heavy admin. Smaller operational teams need to share inspection evidence with managers, CQC inspectors or commissioning bodies - without maintaining a complex document distribution process to do it.

Why the portal first

Useful when inspection reports and evidence need to be available to external reviewers on demand - without a member of staff manually preparing and sending a document pack each time.

Controlled sharing Inspection reports On-demand access
See care home workflow
03

For field teams

Contractors & installers

Delivery, sign-off and billing all need to close out cleanly. For contractors, the portal is where the job ends - the client sees the completed work, signs off, downloads the report and pays, all in the same place and without chasing.

Why the portal first

Useful when the close-out of a job - final report, remedial sign-off, invoice and payment - needs to happen in one place rather than across a chain of separate emails and follow-ups.

Job close-out Sign-off Billing & payment
See contractor workflow

FM & estates teams also use the portal as part of a wider reporting workflow.

All use cases FM & estates
Start today

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Client portal Live status Document sharing Invoice links Stripe payments Job close-out