SVC-PRT
Portals & Internal Tools
Customer, dealer and supplier portals, mobile apps for crews, and admin tools for your staff.
The problemCustomers keep emailing for things they could look up themselves.
A portal lets customers, dealers and suppliers see orders, invoices, stock and documents without calling you. Internal tools do the same for staff: small, fast interfaces over your data for jobs that spreadsheets handle badly.
What we build
- 01
Customer and dealer portals
Order history, reorder, invoices and statements, delivery tracking and negotiated prices.
- 02
Supplier portals
PO acknowledgement, ship-notice submission and document upload.
- 03
Field and mobile apps
Job sheets, photos, signatures and checklists that hold up under poor coverage.
- 04
Admin back offices
Fast internal screens for the records your team edits all day.
- 05
Accounts and access
Per-company accounts, roles, and sign-in through Google or Microsoft where you want it.
A sketch of the kind of screen
What ships first
- 01Sign-in and company accounts
- 02Order and invoice history from the ERP
- 03Document downloads
- 04One self-service action, such as reorder or PO acknowledgement
Scope is fixed in the proposal at the end of discovery. How a project runs
How we would judge it
- Status calls and emails per week
- Portal accounts active in the last 30 days
- Orders placed online
- Days to collect on invoices
Works with what you already run
- ERP and order systems
- Payment processors
- Identity providers (Google, Microsoft)
- Document storage
Before we start
- The three questions customers ask most often
- Which data is safe to show externally
- A pilot group of customers or suppliers
What we do not build, and when to buy instead
We do not build public consumer apps or marketplaces. Portals are for known business accounts.
Questions about Portals & Internal Tools
Can customers pay online?
Yes, through a payment processor you choose. Card details are entered in the processor's hosted fields, which keeps you in the lightest PCI scope, and B2B portals can also take ACH.
Do customers see only their own data?
Yes. Each customer account sees only its own orders, prices and documents, enforced on the server and tested.
Will it work on phones?
Yes. Portals and field apps are designed for phones first where crews and drivers use them.
Industries that use this
Blueprints (illustrative)
SVC-PRT
Sound familiar? Customers keep emailing for things they could look up themselves.
Send a project brief. Discovery ends in a fixed-price proposal for the first release, and you keep it whether or not you hire us.