Configure your Customer Portal (Self-Service Account Area)
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1Standard features (included)
These ship with every Customer Portal (Self-Service Account Area) build and are covered by the base price.
- Secure customer login with password reset and optional 2FA
- Account dashboard with key info at a glance
- Invoice and statement viewing with PDF download
- Online payment of outstanding invoices
- Document sharing area (business-to-customer and uploads back)
- Support/request ticket submission with status tracking
- Order or case history with status timelines
- Profile and contact detail self-management
- Staff admin panel to manage customers, content, and requests
- Email notifications for new documents, invoices, and replies
- Role-based staff access
- Activity/audit log
- Announcements or news section
2Custom features
Describe anything beyond the standard scope. Each is priced by complexity and added to your total live.
Final complexity is confirmed in your Build Agreement — never after payment.
3Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
4System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
5Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.