PyroDeskPyroDesk

Features

Client portal with online signature

Your clients sign quotes and contracts with a finger, pay by bank transfer and follow their file from a secure link, in their language.

Getting a quote signed by a council or a couple often takes a week: the PDF goes by email, gets printed, signed, scanned crooked, sent back, sometimes lost along the way. Then come the text messages — 'did you get the deposit?', 'what's the permit number?' — answered between two rigs on a Saturday afternoon. The client has nowhere to find what they signed or what they still owe, and you end up looking less organised than you actually are.

The PyroDesk client portal gives every file a secure link, with no account to create. The client sees their quote and contract, signs them with a finger on a phone or tablet or online on a computer, reads the documents you choose to share, finds your bank details to pay by transfer and follows the progress of their file. They can also write to you; their messages land directly in the file view. The portal is displayed in the language set for the client.

On a Sunday in June, the couple opens the link received the day before, on their sofa, from an iPhone. They read the quote, ask a question about the length of the finale — you answer from the file on Monday morning — then sign quote and contract with a finger. On Monday you see the time-stamped signature in the file, send the deposit request and, three days later, the transfer is reconciled with the invoice. Nothing was printed.

Types of displays

Other features

Frequently asked questions

Does the client need to create an account?

No. Each file has its own secure link, sent to the client. They open it on any device, sign and read their documents with no password to remember. You can regenerate the link at any time.

What can the client see in the portal?

Their quote, their contract, the documents you chose to share, the progress of the file and your bank details for transfer payment. Whatever you do not share — detailed firing plan, margins, subcontracting — stays invisible.

Is the portal translated?

Yes. It displays in the language set for the client: French, English, Spanish or Italian. The quote and contract PDFs are generated in the same language, clauses included, while your own interface stays unchanged.

PyroDesk

No credit card. On computer, tablet and phone.

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