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Client portal for garages and car dealerships

Your customers — and above all your fleet managers — want to follow their vehicles without calling the front desk: repair-order status, estimates to approve, invoices, service history. The portal exposes their slice of the DMS, live, and each account sees only its own vehicles.

In your day-to-day

How it works

  1. 1

    Plugged into your tools, not a second entry

    The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.

  2. 2

    Approval built in

    The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.

  3. 3

    Access walled by construction

    Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.

Typical results

-80%

“where is my project?” emails, typical order of magnitude

24/7

clients check on their own, whenever suits them

4-6 wks

to a first useful version in production

Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.

Frequently asked questions

Does online approval of additional work hold up in a dispute?+

Each approval is time-stamped, tied to the exact estimate and logged — a far stronger trace than a phone agreement scribbled on the repair order. Your counsel remains judge of the exact wording.

Can a fleet manager see another client’s vehicles?+

Never: per-account walls are built in from design — each manager reaches only their own fleet, and every view is logged.

Will my clients actually use it?+

Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.

How is this different from giving clients access to my project tool?+

Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.

Is this the problem eating your team’s time?

Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.

Get my free diagnostic