RE+ 2026 · Nov 16–19 · Las Vegas

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Client Portal

The customer bought from you. Keep the relationship yours.

Give every customer a portal under your brand and domain for project progress, documents, conversations, production and referrals—from signed proposal through years of system ownership.

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my.yourcompany.com
White-label Powerlily customer portal dashboard
Customer continuity

One destination from project to production.

The portal is not an isolated monitoring screen. It is the customer-facing side of the same project record used by sales, operations and fleet management.

01

Deliver the project

Show what is happening without another status call.

Give the customer a controlled view of progress and the artifacts your team has chosen to share while keeping internal work private.

A visible delivery journey Customers can follow the work without seeing the internal board.
Conversation with context Messages remain attached to the relationship.
  1. 01.01

    A live project timeline

    Expose relevant workflow progress so customers can understand what has happened and what comes next.

  2. 01.02

    Documents in one known place

    Share contracts, permits, warranties, specification sheets, invoices and other customer-facing files from the project record.

  3. 01.03

    Photos that make progress tangible

    Publish selected site and installation images without asking the customer to search through email attachments.

  4. 01.04

    Two-way portal messaging

    Let customers message the team from the portal while replies and attachments remain in the connected communication history.

  5. 01.05

    Secure customer-specific access

    Use protected links and role-aware data so each customer sees only their own project, systems and shared material.

02

Operate the system

Keep production inside the installer experience.

After commissioning, connected inverter data can become a branded system view rather than sending the customer away to a different vendor portal.

Production under your brand The installed system remains part of the customer relationship.
System performance in context Available inverter data is translated into a customer-facing view.
  1. 02.01

    Enphase, SolarEdge and APsystems

    Display available production from the same supported inverter APIs used by the company's fleet view.

  2. 02.02

    Production in energy or value

    Present system output in kWh and, where configured, a customer-friendly savings view.

  3. 02.03

    Lifetime and environmental context

    Help the customer understand cumulative production and the impact represented by the system over time.

  4. 02.04

    System documents stay nearby

    Keep warranties, specifications and reports accessible beside the production experience instead of in a second account.

  5. 02.05

    A web and mobile-friendly destination

    Give customers a responsive portal they can return to without managing a separate third-party monitoring identity.

03

Extend the relationship

Make the destination recognizably yours.

Brand control and referral access turn the portal into a durable company touchpoint instead of a temporary project tracker.

A controlled customer identity The company determines how the portal looks and presents itself.
  1. 03.01

    Your custom domain

    Serve the portal from the customer destination your company chooses rather than a generic Powerlily marketing URL.

  2. 03.02

    Logo, colors and typography

    Apply the visual system customers already recognize from the proposal and company website.

  3. 03.03

    Branded notifications

    Keep customer email touchpoints aligned with the same company identity and project relationship.

  4. 03.04

    Company policy links

    Publish the appropriate privacy and terms destinations for the customer-facing experience.

  5. 03.05

    A personal referral path

    Give the customer a shareable referral link and preserve attribution when a new lead returns to the CRM.

    Customer lifecycle

Give customers one branded home for the whole relationship.

Connect project delivery, system ownership, messaging and referrals under your domain.

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Pericles
Pericles
Powerlily assistant
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