Client Portal

Real-Time Access To Your Projects & Orders

Transparency, Control & Convenience At Your Fingertips

Furngully’s client portal is a real-time, self-service platform designed to give clients unparalleled access to their orders, invoices, and project data. With interactive dashboards, live order tracking, and financial insights, the client portal simplifies project management while ensuring complete transparency and efficiency. Accessible from laptops and tablets, it provides a secure, intuitive way to stay connected to every stage of your project.

Live Order Tracking & Project Lifecycle Management

Real-Time Updates On Open & Completed Orders

With the client portal, clients can track open orders, review completed transactions, and monitor project progress with full visibility into:

Open Orders – a breakdown of current projects and orders placed within the year.
Order Status Details – a real-time overview of order phases, from processing to delivery.
Order Drill-downs – a deep dive into order headers, line items, and shipment updates.
Project Files – direct access to important documents such as floorplans, specifications, and past orders.

Financial Insights & Accounting Tools

All Your Financial Data In One Place

Our intuitive dashboard makes it easy to analyze and manage financial data with:

Sales Reports – yearly and historical sales figures, including real-time invoicing data.
Accounts Receivable – a snapshot of outstanding invoices and payments.
Purchasing Analytics – vendor-based sales reports, including pie charts and bar graphs showing purchasing trends over time.
Tax-excluded Sales
Volume Metrics – clear insights into spending patterns and order values.

Interactive Geo Maps For Visual Insights

Location-Based Data For Smarter Decision-Making

The client portal provides geo maps that display:

Sales Volume by Location – see sales trends by installation address.
Order Density Visualization – larger target sizes indicate more invoices; color-coded markers reflect sales volume.
Year-to-year Comparisons – compare current and previous-year sales side by side for smarter forecasting.

Secure & Customizable Access

Data Protection With Multi-Level Security

Our three-tier security system ensures that only authorized users can access sensitive data. permission-based access allows clients to tailor visibility for team members, ensuring secure, role-specific insights without compromising critical financial or operational details.

Why Use The Client Portal?

Technology That Enhances The Customer Experience

Real-time transparency into all projects and orders.
Financial insights that help track spending, open quotes, and purchasing trends.
Seamless collaboration with direct access to order history and project files.
Secure access with customizable permission levels.
User-friendly experience available on both laptops and tablets.

By integrating innovative technology with best-in-class service, Furngully’s client portal gives clients the power to manage their projects more efficiently, make informed decisions, and stay ahead of their workspace needs.