Your Customers Deserve Better Than Phone Tag.
They want to check job status, pay an invoice, or request service — without calling your office and waiting on hold. Give them a customer portal for field service that works around the clock.
Free forever for small teams · 14-day trial on paid plans
What Your Customers Get
A clean, branded portal where they can handle everything themselves — no phone calls, no waiting.
Service Requests
Customers submit new service requests online instead of calling. The request lands in your dispatch queue immediately.
Live Job Tracking
Real-time status on every open job. No more “when is the technician coming?” phone calls to your office.
Invoice & Payment
View invoices, approve quotes, and pay online via Stripe-powered secure checkout supporting all major credit and debit cards. Customers settle up the moment they get the notification — not 30 days later.
Job History
Complete history of past jobs, invoices, and receipts. Customers can look up any previous service call without bothering your team.
Secure One-Click Access
No usernames. No passwords to reset. Customers click a secure link in their email and they’re in. Simple for them, safe for you.
Branded Experience
Your logo, your company name, your identity. Customers see your business — it looks and feels like you built it yourself.
What You Get as a Business Owner
The portal isn’t just for your customers. It takes work off your plate, too.
- Fewer inbound calls — Customers check status online instead of calling your office to ask “when is the tech coming?”
- Faster payments — Customers can pay the moment they get an invoice, not weeks later when they remember
- Professional impression — A self-service portal makes a 10-person shop look like a Fortune 500 operation
- Automatic provisioning — Portal accounts are created automatically when you send an invoice. No setup per customer.
- Always-on availability — Customers can request service at midnight. You see it when you’re ready.
With a portal → All four handled themselves. Zero calls.
Three Steps. Zero Friction.
Getting your customers into their portal takes no extra effort from you.
You Send an Invoice or Confirmation
When you create an invoice or confirm a job, your customer automatically gets an email with a secure access link.
Customer Clicks the Link
One click. No sign-up forms. No password creation. They land directly in their branded portal.
They Handle It Themselves
View jobs, pay invoices, request new service. Everything they used to call about — now self-serve.
Acme Services
Customer Portal
HVAC — Annual Maintenance
Tech arriving between 2-4 PM
Electrical Panel Upgrade
HVAC — Filter Replacement
Jan 18, 2026
Invoice #743 — $450.00
Jan 10, 2026
What Your Customers See
A clean dashboard with everything in one place. Open requests, pending invoices, completed jobs, and payment history — all under your brand.
- Works on any device — phone, tablet, or desktop
- Your logo and company name front and center
- Customers can pay invoices with one tap
- Real-time job status — no more calling to ask
The Numbers That Matter
Companies that give customers self-service access see measurable improvements across the board.
40%
Fewer “where’s my technician?” calls
14 → 3 days
Average time to payment drops dramatically
+25%
Increase in customer satisfaction scores
When customers can help themselves, everyone wins — they get answers faster, and your team gets more done.
What the customer portal delivers for your business
Fewer Phone Calls, More Productivity
Your customers can check job status, view upcoming appointments, and access invoices anytime — without calling your office. That means fewer interruptions for your team and faster answers for your customers.
Faster Payments, Better Cash Flow
Invoices appear in your customer's portal the moment you send them. With Stripe-powered checkout and support for all major credit and debit cards, the path from “invoice sent” to “payment received” gets much shorter. Payments are automatically reconciled in your account.
Enterprise-Grade Security, Built In
Your customers’ data is protected by the same security infrastructure that guards your internal operations.
- Time-limited access links — Magic links expire automatically. No standing sessions to compromise.
- Tenant isolation — Each company’s portal is completely separate. Customer A never sees Customer B’s data.
- Encrypted at rest and in transit — PII is protected with industry-standard encryption. All connections are forced HTTPS.
- Audit trail — Every portal action is logged. You can see exactly who accessed what and when.
Customer Portal is Included in the Pro Plan
See which plan fits your needs. The Customer Portal is available on Pro and Enterprise.
| Feature | Free $0 |
Pro $34.99/user/mo |
Enterprise $59.99/user/mo |
|---|---|---|---|
| Scheduling & Dispatch | |||
| Invoicing | |||
| Auto-Assignment | |||
| Customer Portal | |||
| QuickBooks Integration | |||
| Asset Management |
Common Questions
Is the Customer Portal included in all plans?
Do my customers need to create accounts?
Can I customize the portal with my branding?
How do customers pay invoices through the portal?
Is the portal secure?
Can customers request new service through the portal?
What happens if a customer loses their access link?
Related Features
Popular Industries
Stop playing phone tag. Give your customers the self-service experience they expect.
A branded portal that handles status checks, invoice payments, and service requests — so your team can focus on actual work.
Get StartedFree forever for small teams · 14-day trial on paid plans