Build a Customer Portal for Professional Services

Architects, engineers, surveyors, and other licensed professionals. A customer portal solves a core problem: provide clients with self-service access to their accounts, orders, and support.

Professional Services professionals deal with managing complex project documentation and tracking project milestones and deliverables. A purpose-built customer portal handles order history, user authentication, account settings, so you can focus on the work that actually matters.

MVP features (launch in 4-6 hours):

- Login system

- Order viewing

- Basic messaging

Advanced features (add later):

- Document sharing

- Invoice payments

- Project tracking

- Custom branding

This customer portal is moderate complexity, achievable in a focused sprint. We recommend starting with the MVP and iterating based on real user feedback from your professional services clients.

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Here are some ways professional services businesses use a customer portal:

- Agency client portal: Adapted for professional services workflows and terminology.

- Wholesale ordering: Adapted for professional services workflows and terminology.

- Service delivery tracking: Adapted for professional services workflows and terminology.

Every customer portal we build is customised to the specific needs of your professional services business. No generic templates.

You have two paths:

Build it yourself. Join a buildDay workshop and build your customer portal in a single day with expert guidance. Cost: $95.

Have us build it. We scope your professional services customer portal project, quote a fixed price (typically $1500-4000), and deliver within 4-6 hours to 2 weeks.

Either way, you end up with a working customer portal built specifically for professional services professionals.