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.

CG
Customer Portal
Capital Grille
Welcome back, Sarah
Next Visit
Apr 14
Outstanding
$1,250
Compliance
โœ“ Green
Upcoming
APR 14
Hood Cleaning
8:00 AM
JUL 14
NFPA 96 Quarterly
Tentative
Documents
๐Ÿ“„
Invoice #1042
Apr 2 ยท $1,250
โ†“
๐Ÿ“„
NFPA 96 Cert.
Mar 28 ยท PDF
โ†“
๐Ÿ“„
Service Report
Mar 28 ยท PDF
โ†“
What makes it work

Built around three things.

01

Self-serve

Quotes, invoices, payments, and reports without a phone call.

02

Branded

Your logo, your colors, your domain โ€” not ours.

03

Audit-ready

Customers download compliance certificates themselves.

The details

Everything you get with Customer Portal.

This is what the module actually ships with โ€” not a roadmap, not a wishlist. Real features, available today.

Self-service portal โ€” customers log in to see everything that's happening
Approve quotes & pay invoices โ€” one click, no phone call required
Service history โ€” every past visit with photos and compliance status
Downloadable reports โ€” NFPA certificates ready for the customer's own audit
Custom branding โ€” your logo, your colors, your portal URL
Notifications โ€” email + SMS for every important event

Ready to see customer portal in action?

Get a walk-through tailored to your business. No commitment, no pressure.