Customer experience
Give customers one place to approve, pay, and prepare
Provide passwordless access to upcoming appointments, quotes, contracts, invoices, payments, properties, equipment context, and messages.
Approve
Quotes reviewed and signed without friction
Customers see the exact scope, pick options, sign, and pay deposits from one secure link.
Pay
Open balances and receipts, self-serve
Invoices, payment, and receipt history without calling the office.
Book
New work booked against real availability
The same customer experience extends to booking the next visit online.
Capability
What the workflow includes
- Passwordless customer sign-in
- Appointments, quote approval, contracts, and invoice payment
- Property and equipment context
- Branded links and optional custom domains
How it moves
One path, four handoffs
- 01
Invite
Give the customer secure access from their record.
- 02
Approve
Review quotes and contracts in customer-safe views.
- 03
Prepare
See appointments and service context.
- 04
Pay
Open invoices, make payment, and view receipts.
One connected system
It doesn’t work alone
Customer portal shares records with client crm, quotes, contracts and the rest of the platform — one login, one customer record, one operating loop.
Put customer portal inside the same operating loop.
Start with the core workflow today, then add operational depth as your crew grows.