Customer portal
The link you text a customer. Not another app.
The quote, the bill, and the truck on a live map, on their phone, under your name and license. No app to install. No password to reset. It opens from a text and looks like you have it together, because you do.
Saying yes
A quote they can say yes to.
Not a PDF attachment. A page that sells the job the way your best tech would at the kitchen table.
Good / Better / Best they can tap
Options priced from your book, with the one you would install flagged as such. What's included is a checklist, not fine print.
Add-ons that fit
While-we're-there extras attach to the option they belong to. Something that does not fit the chosen option will not let itself be picked.
The total updates as they choose
Subtotal, tax, and deposit recompute live, with a per-month figure next to the cash price when financing offers apply.
Yes means something
Approval takes the terms and a signed name, and pins the exact version they agreed to. Declines and change requests carry a reason your office actually receives.
The quote holds its date
A held price shows a countdown, to the second on the last day. No surprise re-quotes, no guessing whether it still stands.
The van
They watch the truck. Not the clock.
A real map with the van and the house, the route, traffic, and an arrival time. The tech's name and truck number, with call and text one tap away. The where-are-you call stops happening.
Paying
The bill, in plain English.
What's in this total
The original bill, every prior payment, applied credits, and what's left. Nobody calls the office to decode a statement.
The right ways to pay
Card, bank, wallet: each shows its timing straight, and the amounts each method is good for are decided before the button renders.
Part now, rest later
Where you allow it: full, half, or another amount, checked against the balance and your minimum.
Impossible to pay twice
A payment mid-confirmation says so and blocks the second tap. Big amounts ask for a code texted to their phone first.
The receipt asks for the review
Receipt on screen, and right behind it the ask: thirty seconds on Google, while the good will is fresh.
The owner
Collect looks better when the customer can see it.
The portal is the customer's side of the same record: the invoice they pay is the job you closed.
01
Money in before they pull away
The invoice is the last thing on the job. Not a statement that waits until Friday.
02
The $10 and the $40,000
A small card stays easy. A large job is not forced through a rail that will hold it. Bank, check, cash, tap: all of them count.
03
A screenshot is not paid
Due becomes paid when the money is real. You can see what’s still out without rebuilding it in a spreadsheet.
04
Jobs here. Books there
QuickBooks stays the books until Money is the product. We will not pretend otherwise.
The whole house
One place for everything you have ever done for them.
Every job in one place
Quotes, bills, visits, and receipts for the house, in plain language. Ready for you means ready for you, not status code 4.
Warranties that count down
Coverage shows its days remaining, live. When it is about to end, the portal nudges them to book you, with the coverage attached to the request.
Visits without the phone tag
They confirm the window, reschedule into slots you offered, or ask for a new visit with a note. The wrong-shop guard makes sure the request lands on your desk, not another trade's.
The house has people
A spouse, a tenant, an adult kid: each with only the permissions you would expect. Pay the bill, book a visit, or just see the history. The gate code and the dog's name ride along for the next tech.
Texts they actually want
Per-topic text and email choices, with quiet hours after nine. The one exception: the truck rolling toward the house still gets through.
Private by construction
A customer page that behaves.
Links expire and are never indexed
Search engines never see a customer page. Sessions end on their own.
Big payments step up
A six-digit code to their phone before large money moves.
Every yes is on the record
Approval, signature, and the pinned terms live with the job.
Your license on every page
The page carries your name, your mark, and your license number. Not ours.
Customer portal
Your customer sees a shop that has it together.
One link from a text. The quote they can say yes to, the truck they can watch, the bill they can read, and the review ask at the exact right moment.
Waitlist open. One email when your invite is ready, nothing else.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.