Coming soon. The customer portal is on its way. It will be included in your plan when it launches. Today your customers already get their own quote, invoice (pay online) and live tracking links — no login needed.
Your customers can see their jobs without ringing the office
Give homeowners and trade customers their own login, in your colours and with your logo. Homeowners see their next visit, approve quotes and pay the deposit. Trade customers get their sites, a statement and supply-only ordering at their own prices.
- 14-day trial
- iPhone, Android & web
- Every feature on every plan
Your jobs · J. Smith
One portal, set up for each kind of customer
Homeowner or trade is chosen per customer — or left to Coglass, which goes by the customer type.
Invite the customer
Send a portal invite from the customer record. They set their own password.
They see their jobs
Every job with its status, the quotes waiting for them and the invoices they owe.
They act on them
Approve or decline a quote, pay a deposit or an invoice by card, and send the office a message on the job.
Trade accounts go further
Sites, colleagues with their own logins, a statement, and supply-only orders for glass and sealed units.
What your customers can do in the portal
Branded with your logo and colour, on phone or computer.
- Next appointmentThe date, arrival window, the crew's first names and the address — with buttons to add it to Apple, Google or Outlook calendars.
- Tracking on the dayOn the day of the visit, a "Track your team" button opens the live tracking page.
- Pick your datesWhen the office asks for availability, the customer picks the days that suit them in the portal.
- Approve or decline quotesAccept or decline online. Trade accounts can set who may approve and send a quote to a colleague for approval.
- Pay the depositPay a deposit by card straight from the quote, through your own Stripe account.
- Pay invoicesSee invoices and pay them by card, through the same checkout as the invoice link.
- Messages on the jobCustomers message the office about a job; the office replies from the order.
- Trade: sitesKeep each site or property separate, with its own jobs.
- Trade: team loginsInvite colleagues with their own logins and roles — admin, approver, requester, accounts.
- Trade: statementA running balance with ageing and the credit limit, and a PDF statement to download.
- Trade: supply-only ordersOrder glass and sealed units at their own agreed prices, for delivery or collection, on account or by card.
- Your brandingYour logo and colour on every portal page, including the sign-in and password pages.
More of Coglass
Fewer "where are we up to?" calls
Book a demo and we will show you the portal from your customer's side — or pick a plan and start a 14-day trial.