Customer Portal
A customer portal that makes your trade business look effortless.
Give customers a branded, self-serve portal to approve estimates, view job progress, see photos, and pay invoices — without chasing you by phone.
What you get
Self-serve for customers
Customers log in to approve estimates, view job status, see photos, and pay invoices — cutting down on back-and-forth calls.
Branded to your business
Your logo, your colors, your company name. Customers see a professional experience that reflects your brand, not a generic SaaS page.
Keeps everything in one thread
Messages, photos, estimates, and invoices live in the portal so nothing gets buried in email or lost in text messages.
Secure by default
Each customer sees only their own jobs. Access is controlled per-customer so private details stay private.
What it does
- Customers log in to a branded portal on any device
- Review and approve estimates with an electronic signature
- Track job status and see upcoming appointments
- View job photos and progress updates in real time
- Approve change orders before work proceeds
- Pay invoices online with a card or ACH bank transfer
- Message your team directly from the portal
- Access invoice and payment history anytime
Who it’s for
- Contractors whose customers constantly ask "how’s the job going?"
- Trades that want to look more professional than their competition
- Remodelers and builders with long projects that need clear updates
- Service companies that want customers to pay online instead of by check
- Businesses reducing time spent on customer follow-up calls