AI Client Portal Builder for Insulation Installers
Insulation installers email the same updates over and over. A portal ends that: each customer signs in and sees their own file. Describe what belongs in it and Mythex builds it.
Who it's for
Teams at insulation installers who need clients to see their own information — and only their own — without building auth from scratch.
What you can build
- A login where each customer sees only their own records
- Documents and files you upload, available to download
- Status or progress on loft insulation and cavity wall insulation
- A message thread between the customer and your team
- A staff view listing every customer and their history
How insulation installers work
An insulation installer's work swings with the heating season and with government or utility funding schemes, which can open, change and close with little notice. A typical job starts with an eligibility check and a survey, then a one-day install of loft, cavity wall or spray foam insulation. Much of the admin is paperwork: proof of eligibility, pre- and post-install photos, and scheme submissions chased across email. Software helps most by keeping each customer's documents and funding status in one place.
What client portal for Insulation Installers has to handle
- A checklist of documents each customer must upload for their funding application.
- Survey and install photos stored against the property for scheme evidence.
- The status of each funding submission, so customers stop phoning to ask.
- Certificates and guarantees available to download after completion.
A tip for insulation installers
Show the customer exactly which document is missing and why it matters. 'Upload a benefit letter dated within the last year' gets a response; 'we are waiting on paperwork' does not. Most funded jobs stall on one missing item that the customer did not know was needed.
A prompt to start from
Build a client portal for an insulation installer. Customers log in and see only their own records: customer name, address, property type and funding scheme, files we uploaded for them, and the status of the work we are doing for them. Add a message thread per client and a staff area where our team can see everyone, add records, upload files and reply. Use a database with proper per-user access.
Questions
Can customers upload their eligibility documents to a portal?
Yes. Each customer logs in, sees the checklist for their job and uploads files, which are stored in your project's file storage. Check the data protection rules that apply to identity and benefit documents where you operate.
How does login work?
Ask for accounts and Mythex builds sign-in into the app. Each published app has its own users and its own data, separate from your Mythex account.
Can clients only see their own data?
Yes, and it is worth saying out loud in the prompt. Mythex scopes each query to the signed-in user, so one client cannot open another's records by changing a URL.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
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- Agile Sprint Board Template — Backlog, kanban, and UAT sign-off
- Online Spreadsheet Editor Template — Formulas, comments, and CSV export
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Guide
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