Run your document office online: customers, work, documents and billing in one place
The engine behind JobnWorks, for your own office. Each office gets its own portal: a service catalogue, document checklists, a workflow from documents to delivery, invoices, a wallet, staff roles and reports.
- Your own portal, your own customers
- Ready service catalogue and document checklists
- From documents to delivery, every step tracked
- Plans by users, jobs and storage
Everything in Service Portal
Job management
Every application from documents to delivery, assigned to staff, with status and due dates.
Documents
Checklists per service, a secure document vault and download links for customers.
Customers and leads
Customer records, enquiries and follow-ups, and renewal reminders.
Billing and wallet
GST invoices, payments, prepaid credits and receipts.
Branches and agents
Several locations and sub-agents, each with their own rights.
Reports and alerts
Work, money and staff reports; email, SMS and in-app updates.
Made for
- CSC and e-Seva centres
- Document agents
- CA and tax offices
- Later: legal, immigration and insurance offices
Runs on the CodeAtCloud platform
One sign-in, plans you choose, data kept separate per customer, monitoring and backups, the same for every product.
How the platform worksService Portal plans
Questions about Service Portal
When can we start?
Service Portal is in development. Join early access and we will set up your office first.
Is it only for government documents?
It starts with document offices and CA/tax work; templates for legal, immigration and insurance offices follow.
Join early access: Service Portal
Tell us about your csc and e-seva centres and we will show you Service Portal on your own use case.
- Reply within one working day
- A live demo or a call on your own use case
- No spam: we only use your details to answer you