Quote and deposit details in one customer view.
Customer portal
Let customers check progress without calling the office.
A customer portal gives homeowners and commercial clients a simple place to see quote documents, payment details, updates, documents, and handover information.
Customer portal
Panexis
Approve
Pay
Track
Receive
Feedback
How it helps
Simple tools for the work your team already does.
Job updates and handover documents.
Feedback requests and aftercare information.
Connected to the office job record.
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
Approve
2
Pay
3
Track
4
Receive
5
Feedback
Who it helps
Built for real window and door teams.
Homeowners
Commercial clients
Office teams
Aftercare teams
Next step