Construction and installation: Customer portal for rainwater system installers
A customer portal for rainwater system installers where customers find their drawings, handover photos and maintenance documents, and can request a service visit or report a fault themselves.
What customers of rainwater system installers want to see.
A rainwater system lasts for years, but the paperwork does not. Customers of rainwater system installers lose the drawing showing where the tank lies, do not know which filter is fitted and call about a whining pump without the model number to hand. When the house is sold, the new owner asks where the tank is and when it was last cleaned. Contractors and housing associations want the handover documents for their own records. All those questions land with the office, which has to dig through folders and inboxes for documents belonging to a project from years ago.
Customer portal for rainwater system installers
Example- 1
Decide who sees what
DoneEach system gets its own space linked to the address.
- 2
Keep documents current
In progressAfter every service or repair the report appears in the portal automatically, stating what was cleaned or replaced.
- 3
Link requests to the system
NextThe customer reports a fault or requests a service from the portal.
From invitation to approval.
Decide who sees what
Each system gets its own space linked to the address. The owner sees drawings, handover photos, the pump and filter manuals and the maintenance history. On new builds the contractor gets temporary access to the handover documents. When the house changes hands, access can be passed to the new owner without old correspondence going with it.
Keep documents current
After every service or repair the report appears in the portal automatically, stating what was cleaned or replaced. When a filter or pump is swapped, the new part's manual is added and the old one marked as superseded. The customer always sees which components are actually in their system now.
Link requests to the system
The customer reports a fault or requests a service from the portal. Because the request is tied to the system, the office immediately sees the tank, pump and filter type and the last service. The customer can add a photo or short video, for example of a pump that keeps cutting in. Replies and appointments then sit with that request.
Less email, the same records.
Drawings and handover photos now live in project folders on a shared drive or in email. The portal pulls them per project from the job card and the design, and service reports from the maintenance schedule. The accounting package stays leading for invoices; the portal only shows their status. The installer owns designs and reports, the customer owns their own photos and requests. Manufacturer manuals are linked or stored as attachments without changes.
Portal for everyone or maintenance contracts only
A portal for every customer is valuable when a house is sold or a fault appears years later, but it means loading old projects. Starting with maintenance contract customers gives a smaller, more active group. You can add older projects later as soon as someone gets in touch.
Customer books service or the office calls
Choosing a day themselves is easy for customers, but servicing an underground tank sometimes needs a suction tanker or two fitters. Let the customer state a preference and confirm the final date from the schedule. For simple filter cleaning, self-booking works fine because one fitter is enough.
Show every document or a selection
Not every document helps the customer. Internal calculations, purchase orders and crew notes do not belong there. Drawings, photos of the layout, manuals and service reports do. Agree in advance which document types become visible automatically, so nobody has to decide per project what may be shared.
How it already runs at similar businesses.
What customers find in the portal.
Per system the client portal makes drawings, handover photos and manuals available, with fault reports that include a photo. Which document types are visible we decide together beforehand. Before customers get in, we walk through a customer looking for documents after handover, and a customer selling the house who wants to pass on access. Booking maintenance from the portal and importing older customers with their systems can be switched on afterwards.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan a new owner of the house use the portal?
Yes. The previous owner or the office transfers access to the new owner, who sees the drawings, manuals and service history of the system but not the previous occupant's invoices or correspondence. The information stays with the house and the privacy stays with the person.
What if a customer does not want an account?
They can receive a personal link to their documents, or keep calling and emailing as now. The portal is an extra route, not an obligation. The office sees the same data either way, so nobody has to search twice when a customer phones.
Can contractors see every system on a development at once?
A contractor can be given access to all systems within a development while the homes have not yet been handed over. After handover, access per home moves to the buyer. The contractor then keeps only the handover documents needed for their own records.
Does the customer see when their filter was last cleaned?
Yes. The maintenance overview shows per component when it was last checked, cleaned or replaced. If there is advice for the next visit, it is shown too. The customer can request an appointment from there, and the office sees the same history with that request.
What often connects to this.
- Digital job cards for rainwater system installersDigital job cards for rainwater system installers that take the design and pipe route into the garden and bring back what was actually laid, dug and connected.
- Website for rainwater system installersA website for rainwater system installers that explains which tank, pump and filter suit which roof and which usage, so visitors get in touch with a realistic picture.
- Enquiry form for rainwater system installersAn enquiry form for rainwater system installers that asks for roof area, outlets and garden access, so a first design can start without another round of phone calls.
One place for your customers.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Customer portal for rainwater system installers: drawings, handover photos and maintenance documents per system, with fault reports in one place.
- Decide who sees what
- Keep documents current
- Link requests to the system