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Customer area

So your customer never has to call to ask for a certificate

Each end customer has their own access with the modules you decide: documents, contracts, invoices, visit schedule and incidents. They can sign remotely and download everything they need for an inspection.

30 days free · No card

What it includes

Documents

Situation assessments, certificates, work reports and cleaning certificates, when generated or when marked as delivered.

Billing

Quotations, delivery notes and invoices with their payment status.

Visits

Calendar of planned and completed visits.

Issues

Pest report with preferred date that goes straight to your schedule.

Remote signature

Secure link to sign documents and contracts from the phone.

Access profiles

Decide what each customer sees and when.

Licences and documentation of your company

ROESB registration, technicians' licences and company documents at the customer's fingertips for their audits.

Registers the customer fills in

The customer records their legionella and HACCP checks in their area and you see them instantly.

Messages with your company

The customer writes to you from their area and you handle it from the application's chat.

See the chat

Station plans

Their plans with the monitoring points and the location plan as a PDF (with the stations module).

See stations

Laboratory

Laboratory results as PDF and analysis requests that reach your office (with the laboratory module).

Terms accepted

The terms of service and the data processing agreement are accepted from their area, with a record kept.

What your customer sees

Their documents, on the day of the visit

“Can you send me the certificate from the last visit?” Every call like that interrupts the office, and during an inspection the customer needs it straight away.

On the customer’s record you create their access with their email and choose their profile: what they see and what they can do. When you deliver a document it appears in their area; from there they download certificates and invoices, check their visits, open incidents and sign what you send them. With “View their private area” you check what they see.

  • Access profiles by type of customer
  • Your customers’ accesses do not count as users
  • New password in one click if they lose it
  • Customer incidents go straight to your schedule

Questions about the customer area

Does the customer have to install anything?

No. They log in from the browser, on the computer or on the phone, with their email and password.

Does it cost anything per customer?

No. The customer area is an optional module with a monthly fee for your company (included in Premium), and your customers’ accesses do not count as users. See the prices.

Can I decide which documents they see?

Yes, with access profiles: documents, invoices, contracts, visits, incidents, registers or location plans. Documents are shown to them when they are generated or when you mark them as delivered, whichever you prefer.

Shall we go through it with your data?

30-minute demo or 30-day free trial. You choose.