Sign-in that fits your customers
Individuals and company contacts log in with an email code or Google, and see only their own account. The server enforces it and logs access.
Logistics × Client portals
Let customers check what you’re holding.
Customers sign in to see the items you store for them, download statements and documents, declare item values for insurance and ask for a collection or delivery. The questions stop reaching your phone, and the answers come from the same records your crew works from. This is the portal side of the Storex system, which runs every day.
Sound familiar?
“What do you have of mine?” Nobody wants to answer that by phone.
Storage customers ring to ask what is in their unit, what they owe, when the contract ends, and whether you can deliver on Thursday. Each of those requires somebody to open a spreadsheet and call back. For customers storing household goods during a move or a business holding stock, a clear list and a bill are what builds trust. A portal gives both without the call.
- Customers ask what you are storing for them and you need to check.
- Statements and invoices are requested again every month by email.
- Insurance values are never agreed in writing, and a claim becomes a dispute.
- Collections and deliveries are requested over WhatsApp and lost in the thread.
- Contract end dates catch customers, and you, by surprise.
What gets built
The parts, shaped to you.
Pick the ones you need. Each is built around how your team already works, then joined up on one set of data.
What you hold for them
A list of stored items and pallets with photos, condition notes and location type, taken from the warehouse records so it matches what the crew sees.
Declared values for insurance
Customers declare what their items are worth, and the declaration is stored with a date. If something is damaged, there is a record agreed in advance.
Statements and invoices
Current balance, past invoices and receipts, downloadable, with a payment link for anything outstanding. Payments run through Stripe.
Documents and files
Contracts, inventory lists, delivery notes and photos, available to download. Customers can upload documents too, such as an inventory list from their phone.
Service requests
Customers request a collection, delivery or access visit with a preferred date. It lands on your logistics calendar, and they see the status.
Contract and renewal view
Term, rate and end date, with a renewal or exit request in one place, so you hear about it early instead of at the door.
Your branding, your domain
Your logo and colours, on your own address, installable on a phone home screen.
Connects to
- Your warehouse records
- Your billing
- Stripe
- Google sign-in
- Google Drive
- Gmail
A good fit if
- Customers regularly ask what you hold, what they owe or when to collect.
- You want declared values recorded before anything goes wrong.
- Collections and deliveries arrive by WhatsApp and you want them in the calendar.
- Your stock and billing records exist in a system the portal can read.
Not the right call if
- Customers use you once for a short, one-off job. A confirmation email is enough.
- Your stock and billing records are on paper. The portal needs data to show, so I’d start with warehouse management.
How it runs
From first call to daily use.
The same five steps on every project, sized to yours.
- 01A short call or the quote builder
Tell me how the business runs today: the tools, the workarounds, the bit that drives you mad. The quote builder takes about five minutes and gives me a scoped brief.
- 02A fixed quote, in phases
I reply with a fixed price and a phase plan. The must-haves go first, so you are using the system while the rest is still being built.
- 03Previews as it’s built
You see the real system on a private link while it is being built, with your own data in it as early as possible. Changes are cheap at this stage, so this is where we make them.
- 04Your data moved across
Spreadsheets, an old system, email threads: the data comes with you, checked against the source so nothing is lost on the way.
- 05Launch, then care
Your team gets a walkthrough, and I stay on for fixes and new features, either on a monthly support plan or pay as you go.
FAQ
Questions, answered.
Is customer information secure?
Each customer sees only their own records, enforced on the server rather than hidden in the page, with sign-in by one-time code or Google and access logged. The rules are tested before launch.
Can customers upload documents?
Yes, from their phone or computer, such as an inventory list or proof of ownership. Uploads attach to their account, and you can set what types and sizes are allowed.
Does the portal change our own staff system?
It reads the same records, so what customers see matches what your crew sees. It doesn’t replace the staff side; it gives customers a safe window onto it.
Can customers pay in the portal?
Yes, by card for outstanding invoices, with receipts, subject to your billing setup. See storage billing.
What is the time and effort?
The portal itself is roughly 55 to 130 build hours, plus 30 to 50 hours of shared groundwork, so a matter of weeks. It’s quicker where the stock and billing records already exist. The quote builder will show the total as you add modules.
Do customers have to use it?
No. The portal is an option, not a barrier: customers who prefer to ring still can, and your staff see the same records either way. In practice, the customers who use it are the ones who used to ring most often, which is where the time comes back. I’d introduce it with the monthly statement email, so the first login has a reason.
Go deeper
Read next, then decide.
ServiceClient portals
A secure login for clients: invoices, documents, bookings, payments and messages.
IndustryLogistics & storageQuotes, warehouse map, QR labels, crew app, invoicing and a customer portal.
SystemWarehouse managementWarehouse map, QR labels, per-client stock, collections calendar and a crew app that counts items.
SystemStorage billingRecurring storage invoices from contracts, pro-rata move-ins, handling fees, renewals and overdue chasing.
Case studyStorexA storage and logistics company’s whole operation in one custom system: quotes, clients, invoicing, the warehouse and the crew in the field.
ComparisonCustom vs off-the-shelfWhen to buy a product, when to build one, and when to do a bit of both.
IntegrationStripeCheckout, deposits, subscriptions and payment links tied to your invoices and bookings.
GuideHow to write a software briefA one-page brief for a custom system, with a checklist, so quotes arrive comparable.
Often built together
Related systems.
Client portals
A secure login for clients: invoices, documents, bookings, payments and messages.
Logistics & storageQuotes, warehouse map, QR labels, crew app, invoicing and a customer portal.
Custom ERPQuotes, stock, staff, jobs and invoicing on one shared set of data.
Quoting & invoicingQuotes from your rate card, invoices with VAT, deposits and automatic chasing.
How pricing works · Digitalise Your SME grants · All case studies
Start here
Get a fixed quote.
The quote builder opens with the parts on this page already switched on. Add or remove what you like, and I reply with a fixed quote.