Customer Portals for NetSuite
Appify builds branded, mobile-friendly portals for customers—fully customizable to your workflows and connected natively to NetSuite.
These portals are ideal for coordinating with customers without requiring NetSuite user licenses.
Key Capabilities
Branded web/mobile portals for customers
Workflow automation tailored to your needs (e.g., 15–20 drywall steps, 3–4 flooring steps)
Real-time syncing to NetSuite—no middleware or batch jobs
External user model—no need to purchase additional NetSuite user licenses
Project Overview
View high-level status, key dates, current project phase
Option to sync with scheduling or dashboard data
Appointments
Schedule appointments and track real-time progress
Receive “On My Way” notifications for site visits
Document & Image Sharing
View and approve plans, selections, or other documents
Visual records for feedback and transparency
Payments
Approve quotes, agreements, and service forms (e-signatures)
View invoices, make secure payments, and review billing history
Change Orders
View and approve change orders
Access change history, cost impacts, and approvals
Powerful Platform
SOC 2 compliant with industry-grade security
Role-based access controls
Scalable for 1000s of users
Top Benefits
Cuts licensing costs—customer users don’t need NetSuite logins
Reduces email back-and-forth with real-time collaboration
Branded experience strengthens your identity with customers
Supports both structured (multi-step) and flexible workflows