Customer portal
Self-serve account on your domain — invoices, online pay, booking, messages, signed docs. Ends the "what's the status?" calls.
| INV-04127 | Monthly service · May | $432.00 | |
| INV-04098 | Quarterly contract · Q1 | $1,820.00 | ● Paid |
| INV-04075 | Repair visit · 03/14 | $284.00 | ● Paid |
Customer-facing portal dashboard with outstanding invoice, upcoming appointment, and the messages thread.
A branded portal on your domain at `account.yourbusiness.com` (or a tab on your existing site). Customers see their invoices and pay online, book follow-up appointments against your live availability, message your office without calling, download signed contracts and warranties, and update their billing info. Cuts the inbound calls that aren't billable.
What you can do with customer portal.
Branded portal on your domain, your colors, your logo — looks like your website
Invoice list with one-click ACH or card pay, autopay enrollment, payment history
Live appointment booking against your real calendar and service area
Two-way messaging tied to the customer record — replaces text-from-personal-phone
Signed documents archive (quotes, contracts, warranties, COIs) downloadable anytime
Magic-link login — no password to forget, no support ticket to reset it
Customer portal — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Does the portal live on my website or on a separate URL? +
02 Can customers book without an account? +
03 What if a customer wants to talk to a person, not the portal? +
The modules customer portal talks to most.
Recurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
Send quotes from your phone with line items, photos, e-signature. Approved quotes flip into a job in one tap — no re-keying anything.
Field-ready jobs linked to the customer, the quote, and the invoice. Status, photos, and notes from any phone — no native app.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.