Portal
Portal de clientes
Un portal sencillo y fácil de usar en el que cada cliente fijo puede ver su propiedad, historial de servicios, solicitudes, presupuestos, facturas y actualizaciones.
El acceso al portal se activa después del alta del cliente. El diseño siguiente muestra la estructura que estamos creando para los clientes.
Property status Active and monitored
Demo
Next visitFriday 10:00
Open requestPool light check
Latest documentQuote Q-2027-004
Last updateArrival clean completed
| Date | Activity | Note |
|---|---|---|
| 12 Jan | Home watch | Property checked, all normal. |
| 14 Jan | Cleaning | Arrival cleaning completed. |
| 15 Jan | Request | Groceries placed before arrival. |
| 18 Jan | Maintenance | Loose tap tightened and tested. |
Portal features
Built around client clarity
One portal per property
Simple request form for jobs and concierge tasks
Quotes and invoices in one place
Service history and reports
Photo updates after visits
Clear overview for owners abroad
Good for owners who are not always in Spain
This portal is especially useful for clients who live abroad for part of the year and want everything organised clearly around one property.
Request access