
Customer Portal
One link for your client. Not another WhatsApp group.
A portal under your name and on your web address, with the plan, progress photos, designs, payments and decisions for their garden, all in one place.
▪ ▪ ▪Your logo, your domain, your colours.

H&FHarlow & FinchThe Wilsons’ garden
12 Oakwood Rd · week 4 of 6
Paving in progressHandover 17 Oct
£0
Stage 2 · due Fri 10 Oct
Your decision
Paving colour
Chosen Wed 1 Oct · 09:14
Costs and margins stay with you
01On your domain.
Your logo, your address. Not ours.
02The plan as a Gantt.
Stages straight from your costing.
03Progress, with photos.
Shared from site as stages finish.
04Payments and decisions.
Each one dated, in one place.
Your brandYour name on it. Built in minutes.
The portal sits on your own subdomain with your logo and colours. Drag in the blocks you want: plan, photos, decisions, payments, documents, messages.
- ✓
Your logo, not ours. Clients see your firm, start to finish.
- ✓
Costs stay private. They see the price, the plan and the progress. Never your costs or margins.

H&FHarlow & Finchcustomer.harlowfinch.co.uk
Blocks on this portal
Drop here
Colours
PlanA plan they can follow. Updated from site.
Stages come straight from your costing and show as a simple Gantt. Share photos as each stage finishes, so the client isn’t chasing you for updates.
- ✓
Stages from the costing. Set up once, adjust any time.
- ✓
Photos from the job. Straight from what your crews send.

Your garden planSep – Oct
Paving · 3 new photos
From Dan on site · 16:05
Stages from costing Q-1042
PaperworkDesigns, payments, decisions. All in one place.
The design, the spec and the quote live on the portal. So do the payment schedule and the decisions you need from them, each with a date.
- ✓
Payment schedule, with reminders. Every stage payment and when it’s due.
- ✓
A dated yes. When they choose, it’s on the job record.

Payments
Next: stage 2£13,300 · 10 Oct
Reminder 3 days before each PDFQuote
Q-1042
PDFSpec
PDFGarden
design v3
MessagesTheir questions land on the job. Not in your personal WhatsApp.
Clients message you from the portal. It lands on the project with everything else, so anyone on the job can pick it up.

H&FHarlow & FinchMessages
Paving should be finished Friday.
12 Oakwood RdJob timelineSarah · via portal
“Can the lighting go in before…”
Dan · Receipt
£186.40 · Sub-base
DJMAnyone on the job can reply
Can the lighting go in before the turf?
Sarah · via portal
“Can the lighting go in before…”
★★★★★
“Clients spending £50,000 on a garden now have one clear place for progress, approvals and documents, instead of yet another WhatsApp group.”
Mark R.Kent Landscapes
Straight answers
Questions about the Customer Portal.
Is it on our website?
It runs on a subdomain of yours, like customer.yourfirm.co.uk. Your main site isn’t touched.
Can clients see our costs?
No. They see what you put on the portal: the price, plan, photos, documents and decisions.
Can we choose what’s on it?
Yes. Drag in the blocks you want, per job.
Where do client messages go?
Onto the job, with everything else.
Is it extra?
No. It’s part of the same monthly price.
A demo around your business
Send us a live job.
We’ll set up its portal on the call.
20 minutes, your logo, a real garden. No generic tour.
Get a Free Demo ↗