Self-service
Your customers stop calling for updates.
Job status, next visit, order progress - the answers your team gives out all day are visible the moment a customer logs in. The phone goes quiet and the work gets done.
Customer portals
Your customers stop calling. They log in.
We build secure portals where your customers see their jobs, invoices, documents and bookings - and act on them - instead of ringing your office for an update.
Start a projectThe service
Fewer phone calls. Happier customers. An office that breathes.
Norex builds customer portals around the questions your office answers all day.
We start from your data and your rules, put the answers in your customers' hands, and keep the portal earning its place after launch.
What you get
One login
Everything in one place.
Jobs, invoices, documents, bookings and messages behind a single secure login. No more digging through inboxes or waiting for someone to resend a file.
Fit
Built around your data and rules.
The portal reads from the systems you already run on, and shows each customer exactly what your business rules say they should see - nothing more, nothing less.
Action
Payments and documents without the runaround.
Customers pay invoices by card, download their paperwork and sign what needs signing on the spot. Money arrives faster and nothing waits on the mail.
When this matters
Signs your office is the bottleneck.
The phone rings all day with the same questions - where is my job, when are you coming, can you resend that invoice.
Customers chase paperwork by email and your team resends the same documents over and over.
Invoices sit unpaid because paying you means a phone call or a bank transfer nobody gets around to.
Your systems know the answers, but the only way a customer gets one is to ask a person.
What becomes possible
What a working portal changes.
The office stops answering status calls and spends that time on work that pays.
Invoices get paid faster because paying takes a minute, not a phone call.
Customers feel looked after around the clock, not just during office hours.
How the work moves
How a portal project runs.
Count the calls
We work out what your customers actually ask for and what each answer costs your office, then pick the questions the portal should kill first.
Output: A short list of self-service wins, ranked by value
Map the data and rules
We trace where the answers live in your systems and settle exactly what each customer is allowed to see and do.
Output: A data and permissions plan you can sign off
Build the journeys
The portal is built around the few things customers come to do - check, pay, book, sign - and reviewed with your team in working slices.
Output: A working portal on a private link, tested with real customers
Launch, then widen
After launch we watch what customers use, retire what they ignore, and add the next most valuable journeys.
Output: A live portal with a clear improvement rhythm
Make the right investment
Be honest about what you need.
Fix the data before the portal
If job statuses and invoices are unreliable in your systems, a portal just shows the mess faster. We will tell you what needs cleaning up first.
Start with the questions that cost you most
A portal that answers the top three phone questions beats a big one that answers twenty nobody asks. We scope small on purpose.
Do not buy a portal when a page will do
If customers only need information, not their own data, a clear website page may be enough. We will say so when it is.
Questions
What buyers ask.
Related services
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