Every feature built to save time and build client trust.
Discover the specialized operations suite engineered to streamline client reporting, protect scope boundaries, and secure faster retainer sign-offs.
Automated Maintenance Cycles
Organize work by daily, weekly, monthly, or quarterly schedules. The system automatically groups tasks, status updates, and metrics into corresponding reporting periods.
- ✓ Flexible cadence options
- ✓ Auto-accumulated tasks
- ✓ Historic cycle history
Scope Creep Protection
Provide clients with transparent task lists (Pending, Done, Blocked) for each cycle. Clear records prove what work was completed, protecting your margins against out-of-scope demands.
- ✓ Actionable task statuses
- ✓ Immutable archive records
- ✓ Agent notes log
Billing & LankaQR Integration
Attach custom invoices, payment gateways, or LankaQR codes directly to client reports. Clients review their maintenance details and settle payments immediately.
- ✓ Instant LankaQR codes
- ✓ Reconciled pay-links
- ✓ Payment status tracking
White-Label Branding
Replace all default branding with your own. Configure logos, names, custom favicons, and company emails. The "Powered by" label is automatically hidden for paid plans.
- ✓ Logo & favicon uploader
- ✓ Dedicated client domains
- ✓ Zero platform traces
Secure Client Portals
Share secure, tokenized report URLs. Clients can read descriptions, review tasks, post questions, and sign off directly on the web page without needing a login account.
- ✓ One-click client access
- ✓ Comment & review flow
- ✓ Formal digital approvals
Admin & Agent Controls
Assign tasks to agents and limit their visibility to their own work. Admins manage clients, approve drafts, schedule reports, and oversee billing across the platform.
- ✓ Role-based permission keys
- ✓ Draft review lifecycle
- ✓ Dedicated agent dashboard
AI Value Translation
Automatically translate complex technical logs (like DB optimizations, reboots, or cache clears) into outcome-driven business summaries that non-technical clients understand and respect.
- ✓ Technical-to-business translator
- ✓ Retainer fee justification
- ✓ Outcomes-oriented summaries
Live Status Widgets
Build transparency with live status indicators on client portals. Display system status, last backup logs, and SSL security validation variables to reduce support calls.
- ✓ Real-time backups & SSL displays
- ✓ Toggle visibility controls
- ✓ Reduce incoming support queries
Tailored branding to build client authority.
Your clients interact with a portal that mirrors your corporate identity. By configuring settings, you dictate the name, favicon, logos, and custom domains. With a simple trial, you can configure your profile and experience it firsthand.
Setup Workflow Checklist
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1.
Sign Up & Configure Profile
Register your email and instantly launch your tenant database.
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2.
Add Branding Materials
Go to Settings → Company and upload your logo, favicon, and email address.
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3.
Log Maintenance & Send Portal
Log tasks under active projects and email the public link directly to your client.
Experience the automated client portals.
Ready to upgrade your client maintenance workflow? Start your 14-day free trial now and set up your white-label portal in minutes.