Client Portal
Clients who know
what's happening.
A branded portal where clients view jobs, pay invoices, and approve estimates — without texting you for updates.
Client Portal
AvailableTheir own view
of their account.
Every client gets a portal login. Jobs, invoices, and estimates — all in one place they can check anytime.
- Branded with your business name
- Secure login via email — no password to set
- Job history and upcoming appointments
- Invoice summary with outstanding balance
Torres HVAC
Rachel Kim
Estimate #2091
Needs your approval$2,180.00
New condenser fan motor and capacitor
Invoice #1048
Paid$1,240.00 · paid today
Job #1189 · AC repair
Invoice & Payment View
AvailablePay in one click,
no login friction.
Clients see an itemized invoice and pay instantly by card, Apple Pay, or Google Pay — right from their portal.
- Clean invoice layout with all line items
- Apple Pay and Google Pay in-portal
- Instant receipt emailed after payment
- Payment history logged to their account
Invoice #1048
Rachel Kim · Job #1189 · Issued today
| Item | Qty | Amount |
|---|---|---|
| Diagnostic visit | 1 | $185.00 |
| Capacitor replacement | 1 | $220.00 |
| Labor, 2.5 hours | 2.5 | $875.00 |
- Subtotal
- $1,280.00
- Deposit paid
- -$40.00
- Total paid
- $1,240.00
Payment
Paid online
Card ending 4242 · today 11:08
Timeline
Created from job #1189
10:41
Payment link texted to Rachel
10:44
Customer viewed the invoice
11:06
Payment received
11:08
Estimate Approvals
In developmentApproved before
you send the crew.
Send estimates through the portal and get digital approval in minutes — no back-and-forth phone calls.
- One-click approve or request changes
- Signed approval timestamp for your records
- Auto-converts to a job when accepted
- Approval notification sent to your team instantly
Torres HVAC
Rachel Kim
Estimate #2091
Needs your approval$2,180.00
New condenser fan motor and capacitor
Invoice #1048
Paid$1,240.00 · paid today
Job #1189 · AC repair
More in Client Portal
Job Status & ETA
In developmentClients see real-time job status and tech ETA — fewer "where are you" calls.
Client Messages
In developmentTwo-way messaging between clients and your office, logged to their account.
Files & Documents
In developmentShare contracts, warranties, and reports in the portal for clients to download.
Arrival Map
In developmentA scoped map showing the tech's live location as they approach — for service day.
Property & Asset History
RoadmapClients see the full service history for their property or equipment over time.
Put the whole business in one place.
Create a free instance and bring in your first customer today.