Client portal

A client portal that answers before they call

Half of office time in this trade is answering questions the client could answer themselves: did you come, what do I owe, can you charge the new card. The portal gives clients those answers directly, and your phone goes quieter.

Self serve, in the honest sense

The portal is the client's view of the same records you run on: their visits, their photos, their invoices, their card. When they check it, the office does not hear the question.

  • Payments land in your Stripe. Your own key, zero markup, payouts settle to you directly.
  • Photos end disputes. The completion photos your techs already take are the proof clients see.

Everything in the portal

Invoices they can pay at 9pm

Clients view and pay invoices in the portal on their own schedule. Payments run through your Stripe account with no markup.

Visit history with the photos

Every completed visit shows its date, tech, and completion photos. The "did anyone actually come?" call answers itself.

Card updates without a phone call

An expired card is the top cause of failed payments. Clients update their own card in the portal and the next charge just works.

Sign-in codes by text, no passwords

Clients sign in with a one-time code sent to their phone. Nothing to forget, nothing for you to reset.

Notification preferences they control

Visit reminders, on-my-way texts, and completion notices, each one a toggle the client sets themselves.

Concerns start here too

A client can raise an issue from the portal, and it lands in your concerns queue linked to the right visit.

Put it on a truck this week

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