Money
Customer Portal
Give every customer a window into their work — approvals, invoices, requests.
A clean self-service portal where customers approve estimates, pay invoices, request service, and manage a saved card. Share it as a tokenized link with zero setup, or let customers create a permanent login.
What you get
- Estimates with one-tap approve / decline
- Invoices payable online, right from the portal
- A live feed of approved progress updates and jobsite photos
- Customers submit service requests that become tickets
- Saved cards managed by the customer themselves
- Tokenized links work instantly — accounts optional
Zero-friction by default
Every customer gets a private tokenized link — open it and the portal is just there, no password, no signup wall. Customers who want a permanent home can create an account from that same link and sign in any time at your portal.
- Tokenized portal links on every plan
- Optional customer accounts with email and password
- Customer logins are kept strictly out of your staff app
Self-service that saves your office hours a day
The portal shows open estimates awaiting a decision, invoices with live balances and Pay now buttons, and a simple request form that drops straight into your ticket queue. The phone rings less; the work still comes in.
- Approve estimates and pay deposits without a phone call
- Pay open invoices by card or ACH
- Service requests arrive as tickets with the customer already attached
Branded to your business, not ours
Your customers see your company name and their own history — estimates, invoices, balances. It reads like an extension of your business, because it is.
- Organization name and details front and center
- Live balance and payment state on every invoice
- Mobile-friendly — most customers open it from a text