Client Portal

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Crawford & Co · secure client access
Add new project
Saved here it appears on the PA workspace Projects board straight away, with its Client Area ref and access code generated exactly as the workspace generates them.
Add properties
Paste rows from Excel or Google Sheets — a header row helps. Columns are sorted into fields automatically; check the mapping before importing. Required: Address · Contact · Service.
Services
Tick what this project's properties are instructed for. Everything pasted below gets exactly these, so a service can never arrive misspelt or written two ways.
Nothing ticked: each row keeps whatever its own Service column says.

Overview

Progress to deadline
Performance
Projects
Documents
Select a project from the Overview to see its documents.
Select a project from the Overview to order jobs.
Select a project from the Overview.
🛠 Report an IT problem
Trouble signing in, a document that will not open, data that looks wrong — anything about the portal itself. It goes to the Crawford & Co IT desk with a response target against it. Questions about a survey belong in Live Agent & RFI instead, where the project team will see them.
Your IT tickets
Nothing yet.
💬 Live Agent & RFI — Crawford & Co
CC
CC Surveyors — Live Agent & RFI
● Online
Messages go straight to the Crawford & Co team — an agent will reply here as soon as they can. Start a separate chat per topic or RFI so nothing gets tangled.