Customer portal

Give customers their own login to your business. They can request work, review quotes, ask for another date and see their invoices, without ringing you.

Customer accounts Requests and bookings Quote review Reschedule requests Invoices and paying

Included

Customer accounts

Customers sign in with their own Handled account, linked to the right customer record. Their records stay inside your business only.

One login for the customer
Linked to the correct record by you or by invitation
Never mixed with other businesses

Included

Requests and bookings

Customers can ask for new work or book agreed work. You stay in control of the confirmed schedule.

Request work in a few steps
Book agreed work into available time
Your confirmed bookings are never silently overridden

Included

Quote review

Customers read the current proposal and respond through the same governed workflow you use.

Accept, decline or ask for changes
Always the latest published version

Included

Reschedule requests

A customer can ask for another date. The booking stays as it is until you accept the change.

Request, not an instant change
You accept or decline
Both sides see the outcome

Included

Invoices and paying

Customers see the invoices that belong to them and can pay online when you have connected a payment provider.

Their invoices only
Pay action when a provider is connected

Run your business. We'll handle the rest.

£25 a month, no setup fee.

Join Handled Try the live demo