Branded homeowner portal
Customers can see their jobs, quote PDFs, deposit details, install progress, documents, handover packs, 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 packs1
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.
Survey capture
Surveyors work through assigned project properties and units while updates feed the diary, job board, and project visibility.
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.
- Survey progress and opening details feed project visibility.
- Fitter photos, sign-off, and handover pack 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