Client portal
A client portal for quotes, payments and certificates
Your customers sign in to see their own jobs, quotes, invoices and certificates, so the office takes fewer “any update?” calls. On Pro and above.
14 days free, no card needed. No setup fee and no contract.
What you get
Their paperwork, whenever they want it
Jobs, quotes, invoices, contracts and certificates, there at midnight if that’s when they look. Customers set up their own login.
Accept, sign and pay
Customers accept or turn down a quote with their signature, pay invoices by card and book visits without ringing you.
A quieter office
Landlords and letting agents download their own certificates and invoices. Your office gets on with booking work.
Where this sits in Stakkd
The parts of Stakkd this page covers, and the plan each one is on.
Client portal
Your customers sign in to accept quotes, pay invoices, book visits and download their certificates.
Quotes
Quotes from your own price book, with options. Customers accept and sign online.
Invoices
Invoice straight from the finished job, then see who’s paid and who hasn’t.
Compliance certificates
13 UK certificates built in, from gas safety records (CP12) and EICRs to fire alarm and emergency lighting. Filled in on site, signed on the phone, with expiry reminders. Defects turn into a draft quote.
Common questions
Stakkd for your trade
Pick your trade to see how Stakkd handles your jobs, certificates and paperwork.
Electrical
Your electricians fill in EICRs, EICs and minor works certificates on their phones. Defects turn into a quote. Every result stays with the property.
Plumbing & heating
Log the no-heat call and slot it in around the day’s work. Annual services book themselves in. The invoice is written when the job’s done.
Property maintenance
Planned maintenance books itself in and reactive jobs go in around it. Managing agents and landlords log in to see the job, the photos and the certificate.
Gas engineers
Gas safety records, service records and warning notices on your phone. Signed on site, emailed to the landlord, and a reminder when the next one’s due.
Air conditioning
Every split, cassette and chiller on the asset register. Planned visits book themselves in from the contract. Breakdowns go in around them.
Fire & security
Contracts set the visits. Engineers fill in the fire alarm and emergency lighting certificates on site. Clients download them from the portal.
Drainage
Blocked drains don’t book ahead. Log the call, get the closest van there and invoice from the job. The customer pays by card online.
Cleaning
Regular cleans book themselves in from the contract. Cleaners record their hours in the app. Checklists and photos show the client it was done.
Landscaping
Grass cutting and hedge rounds book themselves in for the season. Quote the patio with options. Invoice from the work you’ve done.
Renewables
Quote with options, raise the deposit, order the kit against the job and plan the install days. The balance invoice is ready when you commission.
See it as your customer would
Sign in as a customer and look at their quotes, invoices and certificates. 14 days free, no card needed.
14 days free, no card needed