Business Genie

Customer portal for service businesses

Business Genie includes a customer portal for service businesses, as part of the same software that takes online bookings, sends invoices and takes payment by card, Apple Pay, PayPal, Venmo or Cash App. It runs on the web and in the iOS and Android app.

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Where the customer portal fits

Customers book a job online themselves and pay their invoices from the same place, so they deal with one business, not three tools.

One customer’s portalSample data
Done, paidNot yet, owed

A portal for your customers, alongside online booking and payments.

  1. Part of the same software

    The portal sits alongside online booking, invoicing and payments, so customers deal with one business, not three tools.

  2. Online booking

    Customers can book a job online themselves.

  3. Payment the way they want

    Invoices are paid by card, Apple Pay, PayPal, Venmo or Cash App.

What is a customer portal?

A customer portal is a place online where a service business’s customers can deal with it directly — typically to book, see what they owe and pay — instead of calling the office.

By tradeCleaning CRM softwarePool service scheduling software

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The same portal, from your side

What a customer does in the portal happens in your Business Genie, not in a tool of its own. The invoice you send after the job is the one they see and pay; the visit they book online is on your schedule at the time they chose; their payment is on the same invoice. The customer portal works with online booking, payments, invoicing and the CRM. See all Business Genie features.

Harper Residence, and youSample data

  1. Invoiced

    Harper Residence · their portal

    Sees what is owed on it

    Invoice 1307, the one you sent

    You · Your invoices

    Invoice 1307, sent after the job

    Furnace repair, $340.00, less the $100 deposit paid on the estimate

  2. Booked

    Harper Residence · their portal

    Books a thermostat install

    Thu, Nov 13 at 9:00, chosen online

    You · Your schedule · Thu, Nov 13

    On the schedule at 9:00

  3. Paid

    Harper Residence · their portal

    Pays $240.00 with Apple Pay

    You · Your invoices

    Invoice 1307, paid in full

Where it starts, where it landsPaidOwed

Try the customer portal free for a month

Business Genie is free for a month, with no credit card to start. The Business Genie team sets up your account and moves your existing data over for free. Plans start at $50 a month.

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Your customers’ portalEmpty, for now