Customer Portal
Give customers their own self-service dashboard
Branded portal where customers book appointments, view invoices, make payments, track job status, and message your team — all without calling your office.
Key Benefits
Self-service appointment booking
Invoice and payment history access
Real-time job status tracking
Secure two-way messaging
Service history and documentation
Branded with your logo and colors
How Contractors Use Customer Portal
Reduce Inbound Calls
Customers find invoice copies, appointment times, and payment receipts themselves instead of calling your office.
Faster Payments
Open invoices with a Pay Now button are front and center when customers log in to their portal.
Professional Image
A branded customer portal signals a modern, professional operation that justifies premium pricing.
Frequently Asked Questions
How do customers access the portal?
Customers get an email invitation to set up their account. They log in from any device — no separate app download required.
Is the portal branded with my company?
Yes. Your logo, brand colors, and contact info appear throughout. It looks like part of your business.
Can customers pay through the portal?
Absolutely. Open invoices show a Pay Now button. Customers pay with credit card, debit, or ACH bank transfer.
Ready to Try Customer Portal?
Start your free 1-month trial. No credit card required.