Client portal

A login for your corporate clients

Corporate clients ring you up for the same few things: how many kilometres are left this month, which car went where, what's still unpaid. The Levart client portal lets them look it up themselves, and send you requests in writing. It never shows them who your suppliers are.

The Levart client portal dashboard showing the client's vehicles, kilometres used this month, invoices and balance due

What your clients get

The things they usually phone your office for.

Kilometres against the limit

Each vehicle shows the kilometres used this month against what the contract allows, and is flagged when it's close to the limit or over it.

Every trip, with the details

Date, vehicle, driver, route, kilometres and hours for each trip, so the month-end invoice holds no surprises.

Invoices and what's still due

Every invoice with its per-vehicle breakdown and the balance due. When the client pays you, they can mark the payment and its reference.

Agreements

The contracts they have with you, with the vehicles, packages and dates on each.

Requests that don't get lost

A new vehicle, a replacement, an issue with a car or just a message. It reaches your team as a request you can track, not a WhatsApp message.

Your suppliers stay private

A supplier's car looks the same as yours. The portal never shows who supplied a vehicle or what you pay for it.

My vehicles

The cars on the client's contracts, each with its driver and this month's kilometres against the allowance. This is the screen that ends the "how much have we used?" calls.

Levart client portal vehicle list showing each contract vehicle with kilometres used this month against the limit

Trips

The client's full trip history. Their admin team can check a date or a driver themselves before the invoice arrives.

Levart client portal trip history with date, vehicle, driver, route, kilometres and hours for each trip

Invoices

Every invoice you've raised for them and what's still due. When they pay, by UPI, NetBanking, card or NEFT, they can record it with the reference so your accounts team can match it.

Levart client portal invoices list with invoice amounts, due dates and payment status

Requests

Need another car next week? A replacement for one that broke down? The client raises it here and your team sees it straight away.

Levart client portal requests screen for asking for a vehicle, a replacement or reporting an issue

Giving a client access

1

Add the client's email

On the client's record in Levart, enter the email they'll sign in with.

2

Set a password and switch it on

Turn on portal access and share the password with them. You can switch it off at any time.

3

Nothing else to update

Trips, invoices and agreements show up in the portal as you record them.

Client portal: common questions

What can a client see in the Levart client portal?

Their vehicles with kilometres used against the contract limit, their trip history, invoices with the balance due, their agreements, and the requests they've sent you. They only ever see their own company's data.

Can clients see which supplier provided a vehicle?

No. A supplier's vehicle appears exactly like one of your own, and the portal never shows supplier names or what you pay them.

Can clients pay invoices online through the portal?

Not yet. Clients pay you the way they do today, by UPI, NetBanking, card or NEFT, and then record the payment and its reference against the invoice in the portal.

How does a client get access to the portal?

You add the client's email on their record in Levart, set a password and turn portal access on. They sign in with that email and password in any browser.

Which Levart plans include the client portal?

The client portal is included in the Growth, Scale and Enterprise plans, and is available as an add-on on Starter. There is no charge per client login.

Fewer calls from your clients

Book a 30-minute demo and we'll sign in to the portal as one of your clients would.