Client training guide

Why use the Client Portal

It reduces “chasing” and gives clients confidence: live progress, booked visits, evidence and approvals.

Typical client access

Clients can usually:

• log new Jobs (optional)

• view Job status: New Job, Allocated, Visit Added, In Progress, Completed

• see Visit booking slot details

• view attachments (photos/docs)

• approve quotations (if enabled)
  

Keep internal notes internal. Client-facing updates should be:

• factual

• short

• evidence-backed