AI Client Portal Builder for Window and Door Installers
Give customers somewhere to log in. Describe what your window and door installer shares with them — documents, progress, invoices, messages — and Mythex builds a portal with accounts, permissions and a real database behind it.
Who it's for
Window and door installers that send customers the same documents and updates by email and want them in one place instead.
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 double glazing and composite doors
- A message thread between the customer and your team
- A staff view listing every customer and their history
How window and door installers work
A window and door installer sells from a showroom or a home visit, sends a surveyor to measure every opening, then orders frames from a fabricator with lead times of several weeks. Fitting teams work in pairs, and spring and early autumn are the busiest seasons. Most firms still run on a surveyor's notepad, a spreadsheet of orders and a phone full of WhatsApp photos. Software helps most where measurements, colors and hardware choices travel from the survey to the factory order without being retyped.
What client portal for Window and Door Installers has to handle
- The confirmed survey sheet for each opening, with sizes, style, color and glass spec, for the customer to approve.
- Order status from factory order to delivery to fitting date.
- Guarantee documents and any certificates stored for the life of the frames.
- A place to report snags after fitting, with photos.
A tip for window and door installers
Have customers sign off the survey sheet in the portal before you order. Most expensive mistakes in this trade are a wrong color, an opening that should have been a tilt-and-turn, or obscure glass forgotten on a bathroom window. A signed spec settles those arguments before they cost you a frame.
A prompt to start from
Build a client portal for a window and door installer. Customers log in and see only their own records: customer name, address, openings and frame colour, 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 approve their window order in a portal before it goes to the factory?
Yes. Each customer can log in to see the spec for every opening and mark it approved, which is saved with the date. You can ask for it in chat.
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
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- AI Moodboard Canvas Template — Drag-and-drop moodboards with notes
- Presentation Builder Template — Code-powered slide decks from prompts
- Supply Chain Simulator Template — Flip disruptions and watch KPIs
- 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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