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Client Portal & Service Delivery

Give every client a window into the work — and win the renewal.

Your clients don't just buy the service — they buy confidence. StockPoint gives each client contact their own login where work is requested, tracked, photographed, and signed off.

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Projects & special requests

  • Clients request special projects (strip & wax, event cleanup, extra patrols) from their portal
  • Full workflow: requested → approved → scheduled → in progress → completed → client sign-off
  • Assign crews, track before/after photos, comment threads with the client
  • Decline with a reason; convert client feedback directly into a project
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QR checkpoints — service, proven live

  • Place QR checkpoints in restrooms, lobbies, patrol posts — anywhere that matters
  • Workers scan as they go; each scan is timestamped on their verified shift
  • Optional live status page for the client: "Room 204 — cleaned 9:41 PM"
  • For security companies this is a full guard-tour system out of the box
  • Printable checkpoint sheets; scan history per site and per worker
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Feedback & incident reporting

  • Clients log feedback with photos; you triage, resolve, and close the loop in-app
  • Workers file incident reports with photos from the field (leaks, damage, hazards)
  • Choose per incident whether the client sees it — transparency on your terms
  • Resolution notes and status history kept on every record
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Supplies, requests & visibility

  • Clients see supply levels for their sites and request restocks
  • Site-level QR codes let on-site staff update stock without accounts
  • Per-client access grants: contacts see their sites and nothing else
  • Client-facing pages carry your branding, not ours

The pitch that closes: walk into a bid meeting and show the prospect their future portal — live service status, photo-documented projects, a feedback button that actually gets answered. Most competitors are still sending PDFs and voicemails.

Keep exploring

Time clock & kiosk →Wage compliance & worker portal →Inventory & materials →Invoicing & billing automation →Platform, security & branding →Payroll, taxes & QuickBooks →Scheduling, alerts & migration →

See it running on your sites this week.

Start free, load your clients and crew with guided onboarding, and print your first kiosk QR the same afternoon. No credit card. No installation. Nothing to maintain.

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