Client portal

Give each client a portal that looks like yours, on your domain, where their staff can see their estate, raise requests and get real help from Ask Helio.

Quotes

Price a piece of work on the Quotes page, send it, and the client accepts or declines it signed in to the portal or from the link in the email, with their name on the decision. Monthly lines go onto their contract when you convert the quote; one-off lines appear on that month's invoice. A quote that passes its date expires on its own, and a decided quote can be duplicated but never edited.

Branding and domains

Set your company name and logo once and the portal login and interior carry your brand, not ours. Portals run on a custom domain (for example support.yourmsp.co.uk): point a DNS record and Helios provisions the TLS certificate automatically on first request. Login is email-first and simple enough for non-technical staff.

What clients see

Portal users are viewers scoped to their own company: their devices with health state, their tickets with the public conversation, and a request form. Internal notes, other clients and MSP operations are never visible. Device drill-down shows enough for an office manager to answer "is this machine okay", without exposing your tooling.

Ask Helio for end users

The portal includes the client-facing Helio chat: an end user describes a problem in plain English, Helio checks that company's devices and recent tickets, suggests safe self-serve steps, and if the problem needs a human it opens a ticket that arrives already investigated: findings, steps tried, the affected device and the requester attached. Your techs start from evidence, not "it's broken".

Service catalogue and approvals

Alongside free-text requests, the portal offers a service catalogue: a menu you define of the things clients actually order, such as new starters, leavers, password resets, software installs and hardware. Each item carries your own questions, can be limited to job roles or departments, and can require sign-off from a named approver, who gets an email and approves or declines straight from the ticket, with no console login needed. Helios ships a starter catalogue you can edit freely; it is managed from Service desk → Catalogue in the console.

Approved means done. Items can be set to fulfil themselves the moment they are approved: a leaver is blocked from Microsoft 365 and signed out everywhere, a password is reset (with the temporary password kept in internal notes for the desk to relay securely), an application install queues on the right device group, or a vetted playbook runs. Every action is recorded on the ticket. Offboarding and resets for someone else's account only ever run behind a real sign-off, and anything the platform cannot finish is left honestly open for a technician with a note saying why.

QBRs

Helios drafts a quarterly business review per client from real data: health trends, ticket volumes, patch posture, risks and recommendations. It is fully editable before you present it, and prints cleanly to PDF. The point is to make the QBR you keep postponing into a half-hour job.

Scheduled reports

Recurring email reports keep client stakeholders informed between reviews, using an email-safe design that renders correctly in Outlook and Gmail, in light mode, because inboxes are light even when brands are dark.