HiveSuite
Give every customer
a proper self-service
portal of their own.
Each customer gets their own branded login workspace. View jobs, request work, approve quotes, pay invoices, search documents, upload files, and message your team - all without chasing you for an update.
30-day free trial. Takes under a minute.
Less admin
Customers self-serve quotes, invoices, updates, and documents without waiting on your team for every step.
Full visibility
Live status, upcoming work, pending quotes, invoices, and shared documents all in one place.
Tighter control
Choose exactly what each customer can see, which actions they can take, and keep it branded to you.
Per-customer rules
Tailor permissions for individual customers without changing the default setup for everyone else.
Setup in minutes
How it works
From first login to completed work, the portal becomes the customer-facing workspace for the whole relationship.
Invite the customer
Enable portal access and your customer gets their own secure login - no shared one-time links.
They land on a real dashboard
They see active jobs, upcoming work, pending quotes, unpaid invoices, and recent activity at a glance.
They take action
Approve or decline quotes with comments, download PDFs, pay invoices, or submit new job requests directly.
They track progress
Job updates, files, dates, locations, assigned crew, and shared notes appear in the portal as work moves forward.
Documents stay organised
Quotes, invoices, certificates, reports, photos, and customer-uploaded files sit in one searchable space.
Notifications keep things moving
Email, in-app, and push notifications help customers respond faster while your team sees it instantly.
What customers can actually do
More than a place to open a quote. A proper customer workspace that keeps service history, current work, communication, documents, and next actions together.
- See a live account dashboard - active jobs, upcoming work, pending quotes, unpaid invoices, and recent activity
- Request new work - submit service requests directly and track request status
- Track jobs in detail - status, dates, location, updates, shared notes, files, and full job history
- Review quotes properly - line-item detail, comments, approval or decline actions, and PDF downloads
- Handle invoices end to end - view status, due dates, PDFs, and pay online when payments are enabled
- Search documents and upload files - certificates, warranties, reports, photos, plans, and customer paperwork
- Message your team - two-way conversations plus email, in-app, and push notification preferences
What you control behind the scenes
The portal is not all-or-nothing. Shape what appears, who gets access, and how much detail each customer sees so the experience stays useful without exposing the wrong things.
- Brand the experience - portal title, logo, and colour theme matched to your business
- Set global portal settings - control defaults for jobs, invoices, quotes, documents, and certificate visibility in one place
- Set granular permissions - control jobs, invoices, quotes, documents, payments, downloads, approvals, and more
- Filter what appears - limits, status filters, date ranges, and sort rules keep each portal focused
- Control customer actions - choose who can approve quotes, download invoices, upload files, or request work
- Use per-customer overrides - tailor access for individuals without changing the default for everyone
- Stay notified instantly - alerts when quotes are approved, invoices are paid, or customers reply
- Support more complex access - additional users, multi-company selection, and secure magic-link flows built in
- Keep the experience safe - secure logins, session controls, activity logging, and strict data isolation
More than a quote viewer or payment link
Most systems stop at one-off links. HiveSuite gives each customer a persistent account they can return to whenever they need something - checking upcoming work, requesting a job, reviewing a quote, paying an invoice, downloading a report, uploading a file, changing notification settings, or messaging your team. It behaves like an ongoing customer workspace, not a disposable transaction page.
Built-in protection
Security & control
Your customers' data is protected, and you're always in control of what they can see and do.
Secure logins
Individual credentials, password resets, first-login setup, and optional magic-link access give customers a secure way in without shared links.
Session & form protection
Session timeouts, secure cookies, CSRF protection, and login rate limiting help protect customer accounts and actions.
Data isolation
Each customer only sees their own records, with tenant-level isolation for a safer, cleaner experience.
Admin controls
You decide which customers get access, what appears in their portal, and which actions stay enabled at all times.
Audit trail
Customer activity is logged across views, approvals, downloads, and profile changes so your team has full visibility.
Included with every HiveSuite plan
The full portal capability ships with every plan from day one. You get secure logins, branding controls, permission settings, messaging, documents, and payment flows without paying extra for another product.
Common questions
Frequently asked
Is the Customer Portal included in all plans?
Do customers need to create their own account?
Can I control what each customer sees?
Can customers pay invoices through the portal?
Can customers submit new job requests?
Is the portal branded to my business?
Can multiple users access the same customer account?
Is customer data kept separate between accounts?
Start your 30-day free trial
Launch a branded customer portal included with every plan. No credit card required. Takes under a minute to get started.
No credit card required - cancel any time - included in all plans