Platform Quality
Client Hub self-service portal
Let customers approve quotes, pay invoices, and book visits without calling.
Overview
Jobber Client Hub is a core differentiator for customer experience. Thorbis customer portal is rolling out.
What we're building
Every estimate approval, invoice payment, or appointment request that has to go through a phone call is time your office spends on something the customer could handle themselves.
Thorbis is rolling out a self-service customer portal where customers approve or decline estimates, pay open invoices, and book available appointments without calling in. A message thread keeps them connected to the office when they do have a question. For your team, that means fewer interruptions and a clearer record of what each customer has approved or paid, and a faster way for customers to move work forward on their own schedule.
What you'll be able to do
- Approve or decline estimates in portal
- Pay open invoices
- Book available appointments
- Message thread with office
- Let customers handle routine requests without calling
- Cut inbound calls to the office
Rollout plan
- 01
Quotes and invoices
In progressCustomers approve or decline estimates and pay open invoices in the portal.
- 02
Self-booking
In progressCustomers book available appointments themselves.
- 03
Two-way messaging
In progressA message thread connects customers with the office.
Milestones
- Not started:
Portal access
Secure customer login to the hub.
- Not started:
Estimate actions
Approve or decline quotes online.
- Not started:
Online payment
Pay open invoices in the portal.
- Not started:
Messaging
Thread with the office from the portal.
More in Platform Quality
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.