01
Email-link access
Clients use a link delivered to their email rather than creating a staff login or installing a separate app.
Client Portal
Give clients a place to review the work.
Let clients review estimates, respond to proposed work, check work order details and open invoices in a browser. They access the portal through an email link, without installing an app.
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ESTIMATE #1042Pump replacement
$2,450.00Ready for review ↗
Work orders 02Invoices 03
Email-link access
Estimate decisions
Deposit and invoice checkout
Built for the work
Approvals, job details and invoices.
02
Estimate decisions
Show the client the scope, line items and totals. Record their approval or decline on the estimate.
03
Deposit and invoice checkout
Clients can open online checkout for eligible deposits and invoices when your business has connected Stripe.
04
Work order visibility
Clients can review the current recorded status and scheduled details of their work orders.
05
Business branding
Use your business name and configured branding in the portal to help clients recognize who the documents are from.
In your working day
Give clients access to their documents
When a customer needs to approve a repair, send the estimate through the client portal. Keep the proposed work and customer-facing documents together instead of asking the customer to reconstruct the job from separate messages.
Share portal access
Send the client a portal link by email so they can access their documents.
Get an estimate response
The client reviews the proposed work and totals, then confirms approval or decline. A required deposit can be paid through checkout.
Keep documents available
Clients can return to review work orders and invoices, check recorded job status, and open available payment options.