Customer portal software: customers stop calling to ask for updates.
Customer portal software gives your customers a web portal where they open their own requests and see the status of their jobs, their documents and invoices. At Pirdir, the portal is linked to service, order, project and account records, and each customer sees only their own records.
Who it’s for
Service, manufacturing and professional firms whose customers often call for updates
Where it runs
The customer’s phone and computer
Setup
3–5 weeks
Starting price
Setup from €2,900
Today a customer calls three times a day to ask for an update. In Pirdir, they check their own portal.
Request
Status
Document
Invoice
History
When is the technician coming?
Send the invoice again
handwritten
What the customer sees
As you scroll, the customer’s screen updates.
A request is opened
The customer reports a fault or a request with a photo.
The assignment is visible
The portal shows who is handling it and when they’ll arrive.
On the way
When the technician sets off, the customer gets a notification.
Documents are ready
The job sheet, report and invoice land in the portal.
A Thursday in a service company's portal
One request from North Court's management, at an AC service company that looks after buildings under contract. Nobody rings the office.
10:30
The request comes in with a photo
Hannah Ward reports through the portal that the AC on the third floor has stopped, with a photo. It reaches the office as request #4830 and goes to Daniel.
10:45
The office writes one message
From inside the request the office writes "Daniel will be with you at 11:30, the part is in the van." Hannah sees the notification and doesn't call.
11:35
The stage changes by itself
When Daniel starts the job on his phone, the portal shows "On site". The manager answers a resident's question by looking at the screen.
12:50
The signed report lands in documents
The job closes and the signed service report is added to the portal's documents as a PDF. Hannah downloads it 20 minutes later.
15:10
The accountant logs in herself
North Court's accountant signs in with her own access and downloads the September invoice and the account statement. No "could you resend the invoice" email reaches the office.
What customer portal software does
Everything below comes ready. Field names, statuses and reports are adjusted to your business during setup.
A portal with your brand
On your own domain, with your logo and colours.
Opening requests
New requests with a photo and a description.
Status tracking
What stage the job is at and who is handling it.
Documents and invoices
Job sheets, reports, contracts and invoices.
Balance and payments
Account statements and, if you like, online payment.
Authorised contacts
Several people from one company log in with separate permissions.
10:45 · Management office
Hannah sees the technician's arrival time and the job's stage in the portal on her phone, so there is no need to ring the office.
Who is customer portal software for?
It isn’t for everyone. We also spell out when it won’t fit, so nobody wastes time on a call.
A good fit
You may not need it
Example setup: a service company looking after buildings under contract
These amounts come from our price list. You can set users and modules for your own team in the pricing section.
Discovery
We find out what customers ring about most often and choose which stages the portal will show.
Setup
The portal goes live at portal.airoclimate.com with your logo and colours, and contacts for all 140 buildings are set up.
Trial
Five large building managers use the portal for a week, and the screens are adjusted to their questions.
Go-live
Every customer gets login details; anyone who rings for a status update is sent the portal link.
AC and boiler service, 140 buildings under contract · 6 technicians, 2 office staff
Amounts in euros, excluding VAT. The final figure is confirmed in writing after discovery.
Slide to see the price
Setup is paid once and includes the core and 2 modules. Usage is billed monthly per user, with a minimum of 5 users. Prices are in euros and exclude VAT; we confirm the final price in writing after discovery.
Set up alongside it
They connect to the same core and share customers, documents and users.
Customer portal software by industry
The same module is set up with different fields and statuses in each industry.
Let’s put an end to update calls.
On the call we talk about what your customers ask most often, and the portal shows that information first.
Customer portal software: common questions
Ask anything not covered here on the call, and we’ll send the answer in writing too.
Can the customer portal run on our own domain?
Yes. It’s published at an address such as portal.yourcompany.com, with your logo and colours.
Can a customer see another customer’s records?
No. Each customer sees only their own records, and people within the customer’s company get separate permissions too.
Can customers pay through the portal?
Yes, if a payment provider connection is added; the payment is posted to the customer’s account automatically.
Do customers have to download an app for the portal?
No. The portal runs in the browser and can be added to the home screen on a phone.
How is the price worked out?
It’s made up of a one-off setup fee and a monthly usage fee per user. Setup starts at €2,900 and includes the core and two modules; each extra module is €650. Usage is €24 per user per month, with a minimum of 5 users. Prices are in euros and exclude VAT; the final price is confirmed in writing after discovery.
Let’s hear about your business in 20 minutes.
The call is free. By the end you’ll know which modules you need, how long setup will take and what it will cost.
On the call you’ll speak with Anıl and Hatice. They are also the ones who build your software.