Who signs in: you and your team
Your WEIC dashboard
Available now
- Your websites, with whether each one is up right now
- Applications we host for you
- Postcard campaigns
- Your billing, invoices and card on file
Customer portal Available now
The WEIC customer portal is built for the people you serve. Your customers create an account, sign in, and see and pay their invoices, check their service history, book appointments and send you a message, without picking up the phone.
It's for your customers, not another screen for you. It sits in your WEIC account alongside your payments and your website.
Who it's for
Your WEIC dashboard is where you and your team look after your account. The customer portal is something different: a place you give to the people you serve, so they can take care of the everyday things themselves.
Who signs in: you and your team
Available now
Who signs in: your customers
Available now
The portal is part of your WEIC account, so it appears in your dashboard next to the other WEIC services you use.
What your customers can do
Each customer creates their own account and signs in. From there, the portal lets them take care of the things they usually call or email you about.
What they owe and what they've already paid, in one place, with a way to pay an invoice online when it suits them.
Past visits and work at a glance, so they know when you were last out and what was done.
Book a time online whenever it suits them, instead of waiting until your office opens to call.
Tell you when something needs attention, with the details in writing from the start.
Their documents, and any ongoing plans or subscriptions they have with you, without asking you to send them again.
A secure conversation with your business that stays in one place, instead of scattered across texts and email.
In your industry
The portal is designed around the way real businesses work with their customers. Here are two examples.
Customers sign in between treatments to see what was done last time and book the next visit, instead of calling the office to ask.
Their customers can
Pet owners sign in to look after their appointments and see the records the clinic allows them to see, instead of calling the front desk.
Their customers can
HVAC, plumbing and electrical customers can book a visit, see what was done last time and pay the invoice when the job is finished.
Regular customers see their next appointment, their ongoing plan and their invoices without calling to ask.
Clients find their documents, send a request and pay what they owe, instead of digging through an email chain.
Ready to add to your account
The portal is a ready-made part of your WEIC account, so you don't need a custom build to give customers their own login. A pest control company's customers see their service history and invoices. A vet clinic's pet owners manage appointments and see the records the clinic shares.
Need something only your business does? Our team also builds fully custom portals, dashboards and workflows.
Part of your WEIC account
We build card payments into your website, store and app, and the portal uses them too. When a customer pays an invoice in the portal, the payment goes through the same card payments setup, with one team looking after your payments and the website that takes them.
Online payments and the customer portal are both available now. We can build card payments into your website, store or app and add the customer portal to the same account.
Every WEIC service appears in the same dashboard as you add it. Here's how a plumbing company's dashboard could look with the portal added, alongside products that are still on the way.
We build card payments into your website, store and app. Invoices in the portal are paid through the same card payments setup, looked after by the same team.
Field service software for scheduling, jobs, customer records and invoicing. It works with the portal, so your customers can see their service history and invoices.
Questions
Tell us about your business and your customers in the form below. Our team will be in touch about adding the customer portal to your WEIC account.
No. Your WEIC dashboard is where you and your team look after your WEIC account: your websites, the applications we host for you, postcard campaigns and billing. The customer portal is for your customers. They sign in to their own accounts to see invoices, pay, book and get in touch with you.
Their own account: their invoices, service history, appointments, documents, subscriptions and messages with you. For a veterinary clinic, that includes the records the clinic allows pet owners to see.
By card, online. We build and connect card payments for your business, and invoice payments in the portal go through that same setup, looked after by the same team as the rest of your account.
Yes. It works with Service Suite for field service businesses, so your customers see their service history and invoices. If you run a different kind of business or use other software today, tell us when you get in touch, and we'll talk through how the portal fits.
Yes. If your business needs a portal that works in a way a ready-made one can't, our team builds custom portals, dashboards and connected workflows around how you work. See custom applications.
Online payments, website hosting, website design, custom applications, free website migration and postcard marketing are available now, in the same account as the customer portal.
More from WEIC
Everything we build and host for you lives in one account and one dashboard. Start with what you need today and add more when your business is ready.
Get started
Tell us about your business and your customers: what they call or email you about most, and how they pay you today. Our team will be in touch about setting up the customer portal for your business.
Need payments or a website as well? Choose them below too, and we'll cover them in the same conversation.