The Customer Portal, From Their Side
Their jobs, their estimates, their invoices, and a button to ask for more work. No phone tag required.
Most of the calls you take are people asking for information you already have. Give them somewhere to look it up.
What they see
- An overview: estimates waiting on them, unpaid invoices, active jobs.
- A button to request new work.
- My jobs, my estimates, my invoices, my requests — their whole history with you.
- Approve or decline an estimate.
- Pay an invoice.
They can also set a default service address, so a landlord with four properties isn't retyping one every time.
The part nobody expects to be useful
Customers can record visit details: business hours, the gate code, where to park, which door to use. It sits on the record, and your tech reads it before they arrive instead of standing in a lot calling you.
Where you'll find it
Customers get the portal on web and in the mobile app, and what they see is scoped strictly to their own records. Editing their own details — the service address, their hours, the notes about getting in — happens in the mobile app.
Related: Invite customers · The estimate approval link
Free during beta. Pricing details.
Header photo: Middle-aged woman using a smartphone at home closeup by Shixart1985, CC BY 2.0, via Wikimedia Commons.
