CUSTOMER PORTAL
The Customer Portal gives each client a private, order-linked place to talk with the project team, send and receive documentation, and keep the complete conversation history beside the work it concerns. The same space holds every shared drawing revision and lets the client accept it, decline it or explain exactly what must be updated. Clients also see their own orders — status, dates and the files sent to them — and can raise a support ticket on that exact order. Invoices, warranty claims and certificates remain available without exposing the internal platform.
The conversation belongs to the order
The client and project team can talk inside the portal, exchange order documentation and review drawings without separating the conversation from the job. Every message, attachment, approval and requested update remains available on the correct order.
Inside Customer Portal
The client and project team send messages in an order-specific thread. Questions, answers and agreed actions remain visible in chronological history instead of disappearing across separate inboxes.
The client can send files and the project team can return drawings, schedules, certificates or other documentation in the same conversation. Each attachment stays linked to the correct order and message.
The client sees the drawings shared for their own orders, including the revision being reviewed and the earlier versions that led to it. The approval record stays with the job instead of an inbox.
A client returns an explicit decision on the drawing in front of them or explains what must change. The project team sees the revision, decision, comment, person and time together.
The client can view order-linked invoices, download certificates and submit or follow warranty claims in the same private space as the messages, documents and approvals.
Clients see a list of their own orders and a detail page per order — status, dates and the files marked as sent to them — with a "report a problem" panel that opens a Help Desk ticket on that exact order.
The rest of the platform
Customer Portal isn't a silo — it shares clients, jobs and order numbers with the rest of ScaleBespoke.
From won deal to shipped and installed — one order, followed the whole way.
Explore Orders → CRMEvery deal, every conversation, every client — in one native pipeline.
Explore CRM → ACCOUNTINGFinance that talks to production, not just to your accountant.
Explore Accounting → INVENTORYKnow what you have, where it is, and what it's reserved for.
Explore Inventory & Warehouse → RESOURCE PLANNINGSee active projects, team capacity and dated assignments in one planning workspace.
Explore Resource Planning → TIME & ATTENDANCEClock-ins tied to real jobs, not just a timesheet.
Explore Time & Attendance → COMPLIANCE & HMSHealth, safety and compliance documentation that lives with the work, not in a binder.
Explore Compliance & HMS → QUALITY MANAGEMENTEvery non-conformance recorded, every certificate traceable — quality that holds up to an audit.
Explore Quality Management (QMS) → BUSINESS INTELLIGENCEThe numbers that actually run the business, in one place — not an export away.
Explore Business Intelligence → ASSET MAINTENANCEKnow your equipment's condition before it stops production, not after.
Explore Asset Maintenance → FIELD SERVICESWhat happens after installation, tracked with the same care as the order itself.
Explore Field Services → CUSTOMER PORTALEvery client message, drawing, invoice and document — kept with the right order.
Explore Customer Portal → SCALE CADConfigure the opening, see the drawing update, and save it back to the order.
Explore Scale CAD → DOCUMENT MANAGEMENTEvery file organized by the job it belongs to, not by whoever last saved it somewhere.
Explore Document Management → HELP DESKSupport after the sale, tracked as tickets — not lost in the sales pipeline.
Explore Help Desk → AUTOMATIONWhen this happens, do that — across the whole platform, with no code.
Explore Automation → APP BUILDERDesign the form your business needs and get a working records screen for it — without a developer.
Explore App Builder → HR & PAYROLLEmployee records, org chart and skills — built on the accounts your team already logs in with.
Explore HR & Payroll → SOCIALInstagram, Facebook, LinkedIn and TikTok enquiries into the CRM — and your workshop photos back out as posts.
Explore Social Inbox & Publisher → SCALE FIELDBOOKAnnotate site surveys on an iPad — ink, shapes, measurements and photos on real pages, exported as a PDF.
Explore Scale Fieldbook →