Portal Features
Everything your customers need, in one place — branded to your business.
Quote Approval
Customers receive quotes by email, review line items, and approve with a digital signature — from any device.
Invoice Payments
Customers pay invoices online via Stripe. Card payments, bank transfer, or deposit links on quote acceptance.
Job Tracking
Live job status updates from assignment through to completion. Customers always know what's happening.
Messaging
Two-way messaging between customer and your team — all logged against the job record in the CRM.
Reviews
Request reviews after job completion. Responses visible to your team in the CRM.
Notifications
Email notifications when quotes are ready, jobs are scheduled, and invoices are raised.
Referrals
Customers can refer friends and businesses directly from the portal — with a unique referral link.
Secure Access
Magic link login — no passwords for customers. Secure, tenanted, and branded to your business.
The Customer Journey
From quote to paid invoice, your customers have full visibility — reducing calls to your office and speeding up payments.
Branded To Your Business
Your logo, your colours, your domain. Customers never know it's CtrlTrade — they just see your brand.