Stop answering “can you resend that?”
Every customer gets a private link showing their jobs, quotes, invoices (with pay buttons) and certificates. Landlords and agents with many properties get one view across all their sites.
Without it
- Emailing the same certificate three times
- Letting agents asking for every property's paperwork
- Customer portals only on the most expensive plan
With The Job Planner
Self-service
Customers find their own documents, any time.
Faster payment
Outstanding invoices with a pay button, right there.
Included
On every plan — not an Enterprise extra.
What's inside
Private, revocable links
Each customer's link is unique and can be rotated from their record if it's ever shared by mistake.
Company view
One link for a commercial customer covering all their sites.
Always current
Shows live status — no PDFs to keep in sync.
Your brand
Your company name and logo, with The Job Planner quietly in the footer.
3 steps
- 1Open the customer → Portal & notes
- 2Copy or email their link
- 3They see everything, live
Do customers need a password?
No — the link itself is private. Rotate it any time to cut off an old one.
Works hand in hand with
VAT-correct invoices from the job, card payment by link and automatic chasing.
Structured CP12, F-Gas, Minor Works and service records with renewal reminders.
AI-drafted, VAT-correct quotes customers accept online with a signature.
See it with your own jobs.
14-day free trial · no card · every feature switched on.