New: Role-based access with 5 customer roles

Your customers,
always in control

24/7 self-service portal for your customers. Track orders, approve quotations, pay invoices and manage appointments — all in their own branded environment.

Highlights

One portal, always up to date

Your customer tracks every order, signs quotations and pays invoices — themselves, online and in real-time.

Order status

Live from A to Z

Every phase visible, from request to completion.

Quotations

Approve digitally

Approved with signature, directly in the portal.

Invoices

Pay in one click

Secure checkout via Mollie or Stripe.

Planning

Measuring & installation

Always informed of the appointment.

Order tracking

Live order status from request to completion

Customers track their orders in real-time via the portal. From request and quotation to production and delivery — every step is visible with automatic status updates.

  • Live order status per phase of the process
  • Search by order number, reference or address
  • Order details with product specifications and dimensions
  • Planning history with photos of measuring and installation
  • All order versions transparent for the customer
Order status
1Request
2Quote
3Confirmed
4In production
5Scheduled
6Handed over
ORD-4218In production
Keizersgracht 142, Amsterdam
ProductSizeQuantity
HR++ insulating glass1200x8004x
Tempered 8mm clear2400x10002x
Laminated 6mm opal900x6001x
Measurement completed
7 Mar 2026 • Morning • 3 photos
Quotations

Approve quotations digitally with signature

Customers view quotations online — even without logging in via a secure link. Approve instantly with a digital signature, add comments and view the full price breakdown.

  • View quotation without logging in via hashed URL
  • Price breakdown with line details and partial payments
  • Photo gallery and document history with the quotation
  • Digital signature for instant approval
  • Leave comments on the quotation
Quote OFF-2026-142Awaiting approval
Van der Ham Glas → Bakkerij de Jong5 Mar 2026
DescriptionQuantityAmount
HR++ insulating glass 1200x8004x€680,00
Tempered glass 8mm 2400x10002x€540,00
Installation incl. materials1x€385,00
Subtotal€1.605,00
VAT 21%€337,05
Total€1.942,05
Digital signature
J. de Jong
ApproveAdd comment
Payments

Pay invoices with one click via Mollie or Stripe

All invoices clearly arranged with color indication — green for paid, orange for outstanding, red for overdue. Pay directly via iDEAL, credit card or PayPal. Including partial payments and secure payment links.

  • Invoice list with color status (paid/outstanding/overdue)
  • One-click payment via Mollie or Stripe
  • Partial payments: deposit and final invoice separate
  • Download invoice PDF from the portal
  • Secure payment link without logging in
Invoices
InvoiceDateAmountStatus
F-2026-08928 Feb€1.942,05
F-2026-07614 Feb€3.280,00Outstanding
F-2026-05822 Jan€890,50Overdue
F-2026-0418 Jan€2.145,00
Pay F-2026-076€3.280,00
iDEALCredit cardPayPalBancontact
Pay now via iDEAL →
350+
Companies
3.100+
Users
24/7
Available
5
Customer roles

Seamlessly connected to every module

Orders, invoices, appointments and analytics — the customer portal is directly linked to all relevant modules. Your customers always see up-to-date information.

Order processing
Planning
Financial
Racks
CRM
Dashboard
Review
Appointments

Measuring and installation — always up to date

Customers see all future appointments with date, time of day and estimated duration. Afterwards, signatures, photos and measurement data are available. Appointments without response can be confirmed directly.

  • Future appointments with date and time of day
  • Activity type, vehicle and estimated duration
  • View signatures and photos afterwards
  • Confirm appointments directly from the overview
  • Measurement data directly available after measuring
Appointments
12Mar
Measurement
Keizersgracht 142, Amsterdam
Confirmed
Morning Van 3 ~45 min
18Mar
Installation
Dorpsstraat 28, Badhoevedorp
Awaiting response
Afternoon Van 1 ~2 hours
Confirm
5Mar
Measurement
Stationsweg 5, Hoofddorp
Completed
Morning 38 min
Roles & Permissions

Five customer roles for exactly the right access

Give every employee within a customer organization exactly the right permissions. From full administrative access to appointment access only — everything configurable per user.

  • Admin: full access to all features
  • Finance: invoices, payments and financial reports
  • Orders: place and track orders
  • Orders View: read-only access to orders
  • Appointments: access to appointments only
Role-based access
RoleOrdersInvoicesAppointmentsAnalyticsManagement
Admin
Finance
Orders
Orders View👁
Appointments
Full access👁 Read only No access

24/7 self-service for your customers.
Start today.