All features
MODULE 08
Customer Portal
What your customers see, and love.
A branded portal where your customers self-serve everything they used to call you about: upcoming service, past reports, invoices, quotes to approve, and online payment.
HG
Customer Portal
Harbor Grill
Welcome back, Sarah
Next Visit
Apr 14
Outstanding
$1,250
Compliance
✓ Green
Upcoming
APR 14
Hood Cleaning
8:00 AM
JUL 14
NFPA 96 Quarterly
Tentative
Documents
📄
Invoice #1042
Apr 2 · $1,250
📄
NFPA 96 Cert.
Mar 28 · PDF
📄
Service Report
Mar 28 · PDF
What makes it work
Built around three things.
01
Self-serve
Quotes, invoices, payments, and reports without a phone call.
02
Branded
Your brand color throughout, and your logo on quotes, invoices and their PDFs.
03
Service records
Service history, inspection reports and open deficiencies, without a phone call.
The details
Everything you get with Customer Portal.
Self-service portal customers open their permanent link (no password) to see everything that's happening
Approve quotes & pay invoices one click, no phone call required
Service history every past visit with photos and compliance status
Downloadable documents quotes, invoices and service reports as PDFs
Custom branding your brand color, with your logo on quotes and invoices
Email links every quote and invoice email carries the customer's portal link
Keep going
Next on the tour
Ready to see customer portal in action?
Get a walk-through tailored to your business. No commitment, no pressure.