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Product / Client Portal

Your brand. Their live view. No chasing.

Every client gets a white-labelled login — on desktop and mobile. They see the work you’ve delivered, the photos your team uploaded and the invoices waiting to be paid. All live. All read-only. All without touching their inbox.

Meridian
Dashboard
Properties
Shifts
Finance
AP
Good afternoon, Alice
Signed off
334
Live quotes
0
Open issues
93
Outstanding
24
Shifts overview · April
Your logo & brand Your terminology
01 · WHITE-LABELLED

Your brand in every client’s browser

Upload your logo, pick your colours, use your own subdomain. When your client logs in, they see your brand — not Xota’s. Every email, every signed-off report, every notification carries your name.

  • Logo + colour + subdomain configurable per organisation
  • Custom terminology — “Shifts” not “Bookings”, “Properties” not “Projects”
  • Emails & PDF reports branded end to end
  • Clients never need to know you use Xota
Crisp Facilities
Dashboard
Properties
Jobs
Billing
Crisp calls them “Jobs” and “Billing”
Northline Services
Dashboard
Sites
Visits
Invoices
Northline uses “Sites” and “Visits”
Meridian
Dashboard
Properties
Shifts
Finance
Meridian sticks with “Properties” and “Shifts”
02 · SHIFTS & PROPERTIES

Every signed-off job at their fingertips

Clients see every shift you’ve delivered on their sites — date, task, time, team member, notes and photos. Filter by property, date range or status. Search by task or address. No more email requests for a job log.

  • Searchable, filterable list of every signed-off shift
  • Properties tab shows everything you look after for them
  • Photo indicator on every row — one click to view proof
  • Operative notes visible inline, no need to dig further
Meridian
Dashboard
Properties
Shifts
Finance
Signed off shifts
Search by task, property…
01/04 → 30/04
Apr 01
COMP + FA
Grosvenor Court, Westfield Park, Redland
Signed off
Apr 01
COMP & CLEAN
97–107 Long Down Avenue, Cheswick Village
Signed off
Apr 01
COMP
Beckspool Park, Lansdowne, Frenchay
Signed off
Apr 01
COMP & CLEAN
Wellington Villa, Lower Redland Road
Signed off
1–4 of 334 · paginated
03 · PROOF OF WORK

Every photo. Every signature. Every time.

When your team signs off a booking, the photos and signature land in the client portal immediately. No emailing PDFs. No “can you send me proof?”. The audit trail is already there.

Disputed invoices drop when the client already has the evidence.
COMP & CLEAN Signed off
3 photos
Date
Wed, Apr 15
Team
Taylor Ward
Time
09:00–11:30
Proof of work uploaded by Taylor, 11:43
Office
Washroom
Corridor
+5 more
Signed by Amy Brooks on Apr 15, 11:47 Amy B.
04 · FINANCE

Outstanding, paid and coming up — in the open

Clients don’t need to email you to ask what they owe. The Finance tab shows outstanding invoices, overdue ones in red, a running paid total and every invoice PDF one click away.

  • Outstanding vs paid totals at a glance
  • Overdue badges so nothing gets forgotten
  • Uninvoiced bookings count keeps them informed about what’s coming
  • Every invoice PDF is one click away
Fewer “please resend invoice” emails. Full stop.
Meridian
Dashboard
Properties
Shifts
Finance
Uninvoiced bookings
137
Outstanding
£38,019.74
Paid
2026W14
Invoiced 13 Apr 2026
Due 13 May
£3,031.02
2026W13
Invoiced 06 Apr 2026
Due 06 May
£3,155.46
2026W10 Overdue
Invoiced 16 Mar 2026
Due 15 Apr
£3,398.77
2026W9 Overdue
Invoiced 09 Mar 2026
Due 09 Apr
£3,094.35
05 · MOBILE TOO

On desktop, on the phone, same data

The same portal login works on the Xota mobile app. Clients see today’s signed-off work the moment a shift completes — photos, operative name, duration, notes. Great for property managers walking between sites.

See the mobile app in detail →

Hello, Alice
Meridian · Sat 18 Apr
3
shifts signed off today
Today’s work
Grosvenor Court
COMP & FA · 09:00–09:15
Signed off
Taylor · 15m 3 photos
Long Down Avenue
COMP & CLEAN · 45m
Signed off

One toggle, live

Any contact on a client record becomes a portal user by flipping one switch. No invite emails, no separate user admin.

Read-only by default

Clients can’t edit schedules, bookings or prices. They see what you want them to see — no admin surface area exposed.

Raise issues inline

Clients can flag a problem on any booking — it lands in your admin inbox with the booking, photos and context attached.

The portal clients actually open

Your brand, not ours

Logo, colours, subdomain and terminology. Clients never see Xota — they see you.

One toggle to enable

Flip the App Access switch on any contact. Nothing else to configure.

Proof + finance in one view

Signed-off work with photos, invoices with overdue badges. All on the same live dashboard.

Explore the rest of Xota

Put your whole operation in one place

Every booking, every client, every certificate — joined up and live for admins, clients and operatives. Start your 90-day free trial of everything. No credit card, cancel any time.