Customer portal
A portal your customers run themselves
Their own pricing, quotes, orders, invoices and credit in one login, in the browser and in the mobile app.
Book a DemoGeneral
Stock Up and Supply Building Materials
Shop NowNew Arrivals
View All ProductsVanity Light Fixture, 3 Light
SKU 12532
Fibreglass Shingle, Dual Brown
SKU 10496
Pocket Door Privacy Lock
SKU 12503
Foam Insulation 1.5 in x 2 x 8
SKU 12417
How the customer portal works
- 1
You set up the account
Choose the customer group, pricing, credit limit and tax settings.
- 2
Customers sign in and shop
On desktop or in the app, with their own pricing and stock levels.
- 3
Orders and quotes move
Customers track every order and quote, and your team sees it all.
- 4
Invoices and credit
Customers check their balance and pay, and your office fields fewer calls.
Customer portal
Their pricing, the moment they sign in
Each customer sees the price agreed for them, automatically, while you stay in control of margin. No quote request for a price they already have.
- Automated tiered pricing based on customer groups.
- Product-specific and category-wide pricing.
- Discounts from a wholesale reference point.
- Controlled pricing, so only the right accounts see the right prices.
General
Main Catalog Products
Showing 20 of 1,326 products
Customer portal
Reorder in a click, order big without calling
Contractors place large orders and repeat their regular purchases in a few clicks, which saves them time and keeps their business with you.
- Place large orders without calling the counter.
- Reorder past purchases and job materials quickly.
Reorder a past job
Your pricing is applied automatically
Decking Project
15 items · Last ordered Aug 12
Basement Renovation
18 items · Last ordered Jul 29
Fence Line, Oak Street
9 items · Last ordered Jul 14
Customer portal
A wishlist for the next job
Customers keep the materials they use most in one list, so the next order is quick to assemble.
- Save favorite items.
- Plan bulk orders for upcoming jobs.
- Buy straight from the wishlist.
General
Wishlist
Items saved for the next job
Standard Dry Wall
$362.35/unit
Add To CartKnob Locks, Satin
$41.20/unit
Add To CartOak Lumber 1x6x8
$28.90/unit
Add To CartFiberglass Insulation
$273.00/unit
Add To CartDeck Screws, 5 lb
$24.90/unit
Add To CartCedar Fence Board
$8.81/unit
Add To CartJoist Hanger 2x10
$1.92/unit
Add To CartPocket Door Lock
$7.52/unit
Add To CartExplore the portal
One login for orders, quotes, invoices and credit
Click through the customer dashboard. Everything here is the same account customers use in the mobile app.
- Contractor and customer-group pricing applied automatically
- Order history, invoices and statements in one place
- Credit limit, balance and company users
- One-click reorders
General
Stock Up and Supply Building Materials
Shop NowNew Arrivals
View All ProductsVanity Light Fixture, 3 Light
SKU 12532
Fibreglass Shingle, Dual Brown
SKU 10496
Pocket Door Privacy Lock
SKU 12503
Foam Insulation 1.5 in x 2 x 8
SKU 12417
Click a tab to explore each screen
Customer portal
Every order, from placed to delivered
Customers see each order's status and get notified when it changes, so they can plan the job around deliveries and pickups instead of calling to ask.
- Detailed status updates on every order.
- Delivery and pickup tracking.
- Order history, searchable and filterable.
General
Back to Orders
Order #58357
Order status
You get a notification in the app or by email when the status changes.
Items
Delivery
Customer portal
Quotes that do not get lost in an inbox
Customers request quotes online and follow each one through to an order, so nothing waits in someone's inbox.
- Request quotes from the portal.
- Track quote progress as your team works on it.
- Approve and turn a quote into an order.
General
Back to Quotes
Quote Details
Quote ID
#00001
Products
Quote Summary
Notes and attachments
Delivery Thursday, call on arrival
Customer portal
Know what is owed, and pay it
Customers see where their account stands at any time, which means fewer balance questions for your office and faster payment.
- Credit limit, balance and available credit.
- View and filter all invoices.
- Pay invoices and statements from the account.
General
Credit Limit
$150,000.00
Available Credit
$28,957.00
Credit Outstanding
$121,043.00
Cash Outstanding
$0.00
Total Outstanding
$121,043.00
Your side of the portal
Self-serve for customers, set up and controlled by you
Customers do more on their own. You decide what they see, what they pay and how much credit they carry.
Pricing by customer group
Put each customer in a group and they see the pricing agreed for them, set by product, category or a wholesale reference point.
Credit and tax settings
Set each account's credit limit and tax status, and toggle tax exemption in a click when it applies.
Control what each group sees
Restrict which products and prices a customer group can see, so the right accounts see the right catalog.
Company users
Let a customer's company have its own users on the same account, with your team a message away.
Customer portal
Show customers the full picture
Give customers clear insight into their own buying, so they can plan and budget with confidence.
- Spend and order history.
- Top vendors, categories and product trends.
- Fulfillment rates, return rates and delivery performance.
ToolSwift will suggest smart reorders and track discount savings.
Spend, year to date
$48,320
Orders
62
Delivered on time
94%
Spend by month
Top categories
- Lumber
- Fasteners
- Roofing
- Hardware
Rewards
Rewards for the people who decide where to buy
Reward the contractor or purchasing agent who picks your supplier. Points can pool to the company or go to individual users, and customers follow and redeem them from their own dashboard.
- You choose who earns and who can redeem
- A points balance in the customer dashboard
- Every point traced to the rule that created it
- Dana P.Purchasing agent1,920EarnsRedeems
- Mike R.Foreman2,480EarnsRedeems
- OfficeAccounts payable0EarnsRedeems
One account, three ways in
The app, the customer dashboard and your team's dashboard all run on the same catalog, pricing and accounts.
The mobile app
For customers on the move
- Voice to order and barcode scan
- Quotes, invoices and payments
- Direct messaging with your team
The customer dashboard
For customers at a desk
- Orders, quotes and invoices in one login
- Credit limit, balance and statements
- One-click reorders
Your team's dashboard
For your staff
- Everything customers do, in one view
- Quotes to assign and follow up
- Orders synced to your ERP
Try it
See the portal on your own catalog
Walk through the customer portal and the mobile app with our team, with your pricing, your customer groups and your products.
Works with
Pro accounts
Tiered pricing, job lists and reorders for contractors.
Rewards
Reward the person who chooses where to buy.
Mobile app
Shop, scan, voice-order and message from your phone.
Common questions
Will each customer see their own pricing?
Yes. Put customers in groups and each one sees the pricing agreed for them, by product, by category or from a wholesale reference point.
Can customers pay invoices and check credit themselves?
Yes. They see their credit limit, balance and available credit, view and filter invoices, and pay invoices and statements from their account, online or in the app.
Can customers request and track quotes?
Yes. They request quotes online and follow each one through to an order.
Is there a mobile version?
Yes. The app for iOS and Android uses the same account as the desktop portal, with the same pricing and order history.
Can several people from one company use the same account?
Yes. A customer's company can have its own users on the account.
What insight do customers get into their own buying?
Their spend and order history, top vendors, categories and product trends, and fulfillment rates, return rates and delivery performance.