Operations

Customer uploads

Track base and access files, reminders and live Trello installation lists.

Awaiting uploads

0Customers still to send files

Partially uploaded

0Uploads have started

Awaiting review

0Ready for the team to check

Reviewed

0Checked and completed

Find customers

Search by customer or narrow the list using live Trello installation dates.

Live Trello sync

Quick dates

Portal refreshes automatically every 60 seconds.

Send weekly remindersChoose an installation date range, then select individual customers or all customers who still need to upload.

Customers

0 customers shown

	Customer	Timber base	Restricted access	Trello board · list	Status	Files	Last update	Reminders

Customer record

Customer actions

Customer upload link

Reinstate the customer’s original link if it has stopped working. The URL stays exactly the same, so the customer does not need a replacement link. Reinstatement requires the protected PIN.

Files sent by email?

Drag photos or videos from the email onto the box below, or choose files already saved on your device. They will be stored against this customer and marked as received.

Drag photos and videos hereor

Photos & videos

Everything looks good? PIN protected

The email below is exactly what the customer will receive. Check it and add anything you need before confirming.

Email template

Subject

The email preview and editing controls require the protected PIN.

Custom email PIN protected

Write directly to this customer without leaving the portal.

Subject

Email tocustomer

The customer’s secure link to upload new or additional pictures and videos is added automatically to every custom email.

I have checked the recipient, subject and complete message.

Need clearer photos or videos?

Choose what is still missing. The email clearly says what we already have and what the customer still needs to send.

Email template

Subject

Read the email before confirming. To add or change anything, click inside it and enter the protected PIN.

Welcome back

Customer uploads

Choose an installation week

Customers