Customer self-service portal
Give every customer a private login to approve quotes, request visits and pay online.
Each customer gets their own login, scoped to just their account - they can never see another customer's data. From there they approve or decline quotes, request a visit and pay invoices, with less back-and-forth for you.
A portal that does real work
- Each customer signs into a portal scoped to just their account.
- They approve or decline quotes, request a visit, and pay invoices online.
- Invite several portal users per customer, each with their own permissions.
Private by design
- A customer only ever sees their own jobs, quotes and invoices.
- Less phone tag for you - approvals and requests come in on their own.
Common questions
- Can a customer see another customer's information?
- No. Each portal login is locked to a single customer account, so a customer only ever sees their own quotes, jobs and invoices.
- Can more than one person at a customer have access?
- Yes. You can invite several portal users per customer, each with their own login and permissions.
- What can a customer do in the portal?
- Approve or decline quotes, request a visit, and pay invoices online - so the back-and-forth comes to you instead of you chasing it by phone.
- Is the portal an extra cost?
- No. The customer portal is included on the one plan, with no per-customer fee, so you can give every customer a login.