New: the Customer Portal — no logins, no apps, no friction

Today we're shipping the feature we've been asked about most: a customer portal. Every customer in your JobVivi account now has a personal, secure page where they can pay outstanding invoices, accept or decline estimates, see their upcoming appointments, and request new work.

Here's the part we're proudest of: there is no sign-up.

The password problem

Customer portals are an old idea, and most of them fail the same way. The software company builds a proper account system — email verification, passwords, a mobile app to download — and then discovers that a homeowner who hires a cleaning service twice a month has no intention of creating an account anywhere. Adoption stalls at the handful of customers who tolerate the ceremony, and the feature quietly becomes shelf-ware.

We went the other direction. Your customer gets a secure link — in an invoice email, an appointment text, wherever you share it. They tap it. They're in. The link is scoped to exactly their information and nothing else, the way a boarding pass link is. No password to forget, nothing to install, nothing to explain over the phone.

If a customer can't use it, it doesn't work. This one, everyone can use.

What your customers can do

Pay invoices. Outstanding balances are front and center with a Pay Now button, running through whichever processor you've connected — Stripe, Square, or PayPal. Late-evening "oh right, the invoice" moments now convert into payments instead of reminders on your to-do list.

Approve estimates. Pending quotes appear with full line items and Accept / Decline buttons. You're notified the moment they act.

See the schedule. Upcoming visits with dates and arrival windows. "What time are you coming Friday?" answers itself now.

Request services. A customer can describe new work anytime — 10 PM on a Sunday included. It lands in your dashboard as a request, not a booking: you review, price, and schedule on your terms.

What you stay in control of

Nothing in the portal happens to you. A service request doesn't touch your calendar until you accept it. An estimate decline comes with an instant notification so you can follow up while the conversation is warm. Payments post against the invoice and reconcile like any other payment. The portal is your customer's window into their slice of your business — the glass only goes one way.

It's also quietly a sales tool. The businesses in our beta kept reporting the same pattern: customers who used the portal requested more work. When asking for a quote is a two-minute form instead of a phone call they keep meaning to make, the "while you're at it" jobs — the gutter add-on, the spring deep clean — actually materialize.

Availability

The Customer Portal is included in the Pro plan ($59/mo) starting today. No per-customer fees, no portal "module" pricing — if you're on Pro, every customer you have gets one automatically, including the ones already in your account. Elsewhere this feature tends to live in $150+/month tiers; we think it belongs in the product.

Send your next invoice and the portal link rides along. That's the entire rollout plan — for you and for them.