Features / Customer portal
Customer portal
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The home, consumption, documents, the job and the team's contact details: every customer gets a dedicated space that keeps them informed without having to call. Fewer chases for you, more trust for them.
01
The customer's home, digitised
plan, equipment and project information available at any time
02
Consumption tracking
the customer sees their consumption and the savings from their new system
03
Documents in one place
quotes, invoices and technical reports together
04
The job in full transparency
progress, photos and snags visible to the customer
05
Direct contact
the customer knows who to contact, so fewer calls come in to your teams
The journey

01
Home
The customer finds their home, its plan and their project information, along with their notifications.

02
Consumption
Tracking consumption and the savings made with the new system.

03
Documents
Quotes, invoices and project documents, available to view and download.

04
The job
Job progress, photos and snag handling in full transparency.

05
Contact
The customer knows who to contact in your team, and how.

“When several teams are involved, everyone needs to work with the same information. Argile helps us standardize our visits and better manage our projects.”
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The Argile building blocks that pair best with this one, from the survey through to the job site.

E-signature
E-signature built into the flow: the customer signs on the spot at the end of the visit, or remotely from their email.

Site management
Scheduling, progress tracking, photos and snag clearing: the job is run from the customer record, and the end customer follows the progress from their own space.

Trade messaging
Messages, photos, voice notes and site notes attached to the right customer and the right file: no more information lost between texts, emails and WhatsApp groups.
Browse the answers to the most frequent questions. And if needed, our team is here to help.
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Yes: progress, photos and snags are visible in their space.
One demo, and you see your expertise proven.
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