Customer Portal

Your customers, fully in the loop.

Give every customer their own branded portal to pay invoices, approve estimates, view their schedule, and request new services — with no account or login required.

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Customer Portal
Secure · No login required · Mobile-friendly
Sparkling Clean Co.
Hi, Sarah 👋
Outstanding Invoice
March Deep Clean
Due Apr 15, 2026
$240.00
Pay Now
Pending Estimate
Window Cleaning — Spring Package
$185.00
Accept
Decline
Upcoming Job
🗓️
Standard Cleaning
Fri, Apr 11 · 9:00–11:00 AM
Scheduled
+ Request a Service
🔐
Accessed via secure link — no account required
Zero
Login required for customers
3
Payment providers (Stripe, Square, PayPal)
Instant
Notifications on every action
Branded
Customizable portal experience
Frictionless Access

One secure link. Full access.

You send a link from the customer's profile. They click it and land directly in their portal — no signup, no password, no app to download. Access is scoped to their account only and can be revoked at any time.

✓Unique secure link generated per customer
✓No account creation or password required
✓Works on any device — phone, tablet, or desktop
✓Link access revocable from your dashboard anytime
Send a Portal Link
Customer
SM
Sarah Martinez
sarah@example.com
📧
Send via Email
✓
💬
Send via SMS
Send Portal Link
✅
Link sent to sarah@example.com — expires in 90 days
Owner Control

You're always in the driver's seat.

The moment a customer pays an invoice, accepts an estimate, or submits a service request, you're notified instantly. Review, approve, modify, or decline — right from your dashboard. Nothing gets booked or changed without your say.

✓Instant notifications on payments, approvals, and requests
✓Review and approve service requests before scheduling
✓Modify estimates before accepting customer changes
✓Full activity log per customer
Incoming Activity
💳
Invoice paid
Sarah M. paid $240.00 · Invoice #1042
2m ago
✅
Estimate accepted
James K. approved Window Cleaning · $185.00
14m ago
🛠️
Service request
Chen Property · "Need gutter cleaning ASAP"
1h ago
Service Request — Review
Chen Property · "Need gutter cleaning ASAP"
Schedule It
Decline
How It Works

Set up the customer portal in minutes.

→
1
Enable the feature
Turn on the Customer Portal from your plan settings. Available on Pro — no additional configuration needed.
→
2
Send a secure link
From any customer profile, generate and send their personal portal link via email or SMS with one click.
→
3
Customer accesses instantly
They click the link and land in their portal immediately. No signup, no password, no app download.
4
You get notified
The moment they pay, approve, or request something, you're notified instantly and can act from your dashboard.
Everything Included

Everything the customer portal includes.

💳
Online Invoice Payment
Accept card payments via Stripe, Square, or PayPal directly from the portal — no redirects, no phone calls.
✅
Estimate Approval
Customers review line items and accept or decline estimates with one tap. You're notified the moment they respond.
📅
Schedule Visibility
Show customers their upcoming jobs, arrival windows, and assigned crew — eliminating "when are you coming?" calls.
🛠️
Service Requests
Customers submit new service requests through the portal. You review and approve before anything gets scheduled.
🔐
Zero-Login Access
Secure link-based access — no account creation, no password. Just click the link and go.
🔔
Instant Notifications
Get notified the moment a customer pays, accepts, declines, or submits a request — so nothing slips through.
📱
Mobile-Friendly
The portal is fully responsive and works perfectly on phones, tablets, and desktops without any app to install.
🎨
Branded Experience
The portal displays your company name and branding, giving every customer a professional, cohesive experience.
Connected to

The portal connects your whole workflow.

Invoicing & Payments
Estimates
Jobs & Scheduling
Customer CRM
Communications
Automations

Give your customers a better experience.

The Customer Portal is included in the Pro plan — set it up in minutes.

Start Free Trial — No Credit Card