Branded homeowner portal
Customers can see their jobs, quote PDFs, deposit details, install progress, documents, final handover information, feedback requests, and account details in a clean branded view.
Portals and field teams
The right view for the right person.
Customers, fitters, and surveyors do not need the full admin system. Panexis gives each role a focused workspace that feeds the main job record and communication timeline.
Customer portal
Residential
Welcome, Mark Spencer
Total jobs2
Active jobs1
Handover documents1
Customers
Portal
Installers
Fitter app
Surveyors
Survey flow
Back office
Synced
Role-based access
No more showing people the whole system.
Assigned work only
Fitters can use mobile number and PIN login, then see assigned jobs, site notes, dates, addresses, photos, follow-up calls, and sign-off tools.
Sketch-assisted survey capture
Surveyors can photograph a hand sketch, review the editable layout Panexis drafts, and confirm panes, dimensions, openers, glass, notes, and photos against the assigned unit.
Back-office confidence
Field updates land where the office needs them.
Portal actions are not isolated notes. They update the job, property, quote, service record, or communication timeline so the office can see what changed and act on it.
- Sketch recognition drafts the opening layout for the surveyor to verify and refine.
- Fitter photos, sign-off, and customer handover status are linked to the job.
- Customer documents, quote acceptance, deposit details, and feedback stay visible in the portal.
- Office users can see communication history without digging through inboxes.
- Unauthorised users are redirected back to their own workspace.
Fitter dashboard
Today
Job #44Assigned
Site photosReady
Sign-offOpen
HandoverDraft
Private beta