A customer portal for trade businesses
Give each customer one private link. They see their quotes, invoices and jobs with you, pay what is owed and ask for more work, without ringing the office.
One link, no password
Open a customer in Hubber, choose Client portal and create their link. Copy it into a message or have Hubber email it for you. The customer taps the link and they are in. There is no account to set up and no password to forget, which matters when your customers range from landlords with forty properties to someone moving once in ten years. The link is long and random, so it cannot be guessed.
- Created from the customer's record in a few seconds
- Emailed by Hubber or copied into your own message
- Works on any phone, tablet or computer
Quotes, invoices and jobs on one page
The portal shows the customer's quotes with their status, their invoices with what is paid and what is owed, and their jobs with dates. Opening a quote takes them to the same page they would reach from your quote email, where they can approve and sign. The page carries your company name, not a wall of software branding. Customers stop searching old emails for the right attachment, and your office stops being asked to send things again.
Pay links on unpaid invoices
Any unpaid invoice shows a pay button. If you have connected your own Mollie account, the customer pays by card and the money settles directly to you. Hubber marks the invoice paid once the payment is confirmed. If you do not take cards, the invoice shows your bank transfer details and the reference to quote. Paid invoices show as paid, and the customer can download a copy. More on this under invoicing and payments.
Customers can ask for more work
A request-work form sits at the bottom of the portal. The customer describes what they need and can give a preferred date. Hubber creates a new offer in the Enquiries column of your pipeline, linked to that customer, and notifies the business owner. For repeat customers this is the quickest route back to you. A letting agent can ask for the next clearance, or a storage customer can ask for a delivery, in under a minute.
You stay in control of the link
The portal shows a fixed, limited set of information. Internal notes, costs, staff names and other customers' details are never part of it. If a link has been shared with the wrong person, or a tenant has moved on, revoke it and the old link stops working at once. You can then create a fresh one. Creating and revoking links is limited to staff you have given permission to edit contacts.
Questions about customer portal
Do customers need to create an account?
No. The link is the way in. They open it and see their own quotes, invoices and jobs. Because the link gives access by itself, customers should keep it private, and you can revoke it at any time.
What can a customer see in the portal?
Their quotes, their invoices with pay links on anything unpaid, their jobs and a form to request work. They cannot see internal notes, your costs or anything belonging to another customer.
Can customers pay invoices through the portal?
Yes. Unpaid invoices have a pay button. Card payments go through your own Mollie account and settle to you. If you have not connected Mollie, the invoice shows your bank details for a transfer.
What happens when a customer requests work?
Hubber creates a new offer for that customer in your pipeline and notifies the business owner in Hubber and by email. You then treat it like any other enquiry: ring them, book a survey or send a quote.
How do I turn a customer's portal off?
Open the customer, choose Client portal and revoke the link. The old link stops working immediately. Create a new one whenever you want to give access again.
Works with the rest of Hubber
Often used by: Cleaning Landscaping and gardening Removals
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