Can the client see and approve without a phone call?
A client portal that puts the client in control.
The client portal is the client-held part of Orca. Clients see who is working on their sites, approve time, manage their own team’s logins and sites, and sign orders online, all without waiting for someone to send a spreadsheet.
Visibility on demand
Who is on site, what has been approved and what has been billed.
Approvals in one place
Timesheets approved site by site, with queries in context.
Self-service
Clients add sites and their own team members themselves.
How it works
Client portal, step by step.
- 01
Invite the client
The client’s users receive their own secure login.
- 02
Set up sites and team
Clients add sites, site managers and approvers.
- 03
Approve and review
Timesheets, workers and documents in one view.
- 04
Sign and pay
Orders signed online; invoices and statements in view.
Features
What is included.
Workforce view
Every worker on the client’s sites, with their key checks.
Timesheet approvals
By site and period, with queries and remarks.
Team and logins
Clients manage their own users and permissions.
Sites and documents
Site details, RAMS and documents managed by the client.
Signed orders
Orders and terms signed online.
Secure logins
Every client user has their own login and permissions.
Questions
Client portal: common questions.
Can clients see worker pay rates?
No. Clients see what they are charged. Worker pay stays on the pay side and is never shown to the client.
Can a client have several approvers?
Yes. Clients add their own team and choose who approves which sites.
Works with the rest of Orca.
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