Builders, contractors, and subcontractors running trade accounts regularly need delivery dockets, statements, and invoice history to reconcile jobs and manage their credit. That information already exists in your system. A customer-facing portal gives trade account holders direct access to it without your team extracting and resending records every time payment terms come around or a job wraps up.
Right for you if trade account customers regularly ask for statements, delivery records, and invoice history, and your current ERP or billing system is staying in place.
Trade account customers don't ask for documents randomly. The requests cluster — at end of month when statements are due, at job completion when a builder is reconciling materials costs, and when 30 or 60-day payment terms come up for review. Each wave lands on the same internal team, and none of it requires a person in the middle.
Trade account holders on 30 or 60-day terms generate regular, predictable document requests. Start the portal with those accounts — the ones where statements and invoice history are asked for most. Occasional or cash customers can be added later once the data pipeline and access model are working reliably.
For building and construction trades, delivery dockets and proof-of-delivery records are often requested alongside invoices — builders need them to verify what arrived on site and reconcile quantities against the job budget. If that pattern exists in your accounts, include those documents in the first launch scope rather than adding them as a follow-up.
Larger builders and contractors often have trade accounts that span multiple job sites, cost codes, or branches. It's straightforward to structure that access before customers start using the portal — and noticeably harder to restructure after. If you're not sure how your accounts are organised in the source system, start with a single-contact model and refine from there.
Tell us how trade account customers get statements and delivery records today, what system you run, and where the end-of-month requests stack up. I'll recommend a practical first rollout.
Balance and aged debt visibility is based on the data in your existing system. If your ERP or billing platform delivers regular file exports or API updates, the portal reflects current balances and outstanding amounts. Admins can also update record status directly from the portal. Credit limit management and payment collection stay in your existing system — the portal is read-only.
Yes. If delivery records and PODs are part of your regular document export or can be linked as PDFs in the data feed, they can be included in the portal alongside invoices and statements. This is one of the more common inclusions for trade and building supply businesses.
Yes. File-based connection is the simpler starting point and works with any system that can produce regular data exports — CSV, fixed-width, or structured file formats. Direct API integration is also available where a push-based connection is the better fit. The approach is scoped to what your system can realistically provide.
Yes. Multi-branch and multi-contact account access is supported. How accounts are structured in the portal can reflect how you manage them in your source system — whether that's separate accounts per branch or a single account with multiple authorised contacts.