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.
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
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
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 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.
The portal connects your whole workflow.
Give your customers a better experience.
The Customer Portal is included in the Pro plan — set it up in minutes.