Customer Portal: End-to-End Walkthrough
The Trade2Base customer portal gives your customers a professional self-service experience — approve quotes, pay deposits, track job progress, download certificates, and leave reviews — all without needing to call the office.
How customers access the portal
Each customer gets a unique, secure portal link. You can send this link via WhatsApp or email directly from Trade2Base — go to the customer record and tap “Share portal link”. The link does not require the customer to create an account or remember a password. It opens directly in any phone or desktop browser.
The portal home screen
When a customer opens their portal, they see a summary of everything related to their account with you:
All jobs — past and upcoming — with current status (Booked, In Progress, Complete).
Any quotes awaiting their approval, with a clear call to action to review and approve.
Outstanding invoices with the amount due and a direct Pay Now button.
Approving a quote
When you send a quote, the customer receives a notification and sees it in their portal. They can review the full itemised breakdown — each line item, quantities, and prices — before approving.
They tap the quote to open it and see every line item. They can scroll through the full detail before making a decision.
When happy, the customer taps the Approve button. They may be asked to type their name as a digital signature.
Trade2Base sends you a push notification and email the moment the customer approves. The quote status in Trade2Base updates to Approved automatically.
Paying a deposit via Stripe
If you have set a deposit requirement on the job, the customer sees a “Pay Deposit” button in their portal. Tapping it opens a secure Stripe payment form.
The customer enters their card number, expiry, and CVV. Stripe handles all payment processing securely — card details are never stored in Trade2Base.
On successful payment, the customer sees a confirmation screen and receives a receipt by email. The deposit is recorded against the job in Trade2Base automatically.
Viewing installation progress
As your engineers mark job stages complete in the Trade2Base app, the customer's portal updates in real time. They can see which stages are done, which are in progress, and what is still to come. This removes the need for the customer to call and ask for updates — they always have a live view of where their job is.
Downloading documents and certificates
Once a job is complete, documents are available for the customer to download directly from the portal. These include:
Gas Safe certificates, Electrical Installation Condition Reports (EICR), FENSA window installation certificates, MCS solar installation certificates — uploaded by your team.
The full invoice for the job, including all line items, VAT, and payment history. Suitable for their records or landlord documentation.
Leaving a review
After job completion, the customer is prompted in their portal to leave a review. Tapping the review button opens Google directly — so the review is posted to your Google Business Profile where it helps attract new customers. You can also customise the review prompt message in Settings → Portal → Review Settings.
The portal on mobile
The customer portal is fully responsive and designed to work on any phone browser. No app download is required. Customers can approve quotes, make payments, view progress, and download documents on any device, on any browser.
What customers cannot do in the portal
To protect your business data, customers have a read-only view of their own information. They cannot:
Edit job details or change the job description
Change which engineer is assigned to their job
See internal notes added by your team
View other customers' jobs or data
Access your business pricing or margin information
Still need help? Contact support
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