Quote and deposit information visible to the customer.
Customer portal
Give customers a clear view without extra phone calls.
Customers can see quote documents, deposit details, job progress, updates, handover documents, and feedback requests from a branded portal connected to the main job record.
Customer portal
Panexis
Quote
Deposit
Updates
Handover
Feedback
How it helps
Simple tools for the work your team already does.
Job progress updates without exposing the admin system.
Customer handover pack with photos, documents, sign-off, and aftercare details.
Feedback and follow-up information linked back to the job.
Workflow
See the path at a glance.
The aim is to make the next step obvious, keep the details attached to the job, and stop important work disappearing into inboxes, paper notes, or spreadsheets.
1
Quote
2
Deposit
3
Updates
4
Handover
5
Feedback
Who it helps
Built for real window and door teams.
Homeowners
Commercial clients
Office teams
Aftercare teams
Next step