Customer Intake & CRM
Customer portal
Let customers view jobs, pay invoices, and book online.
Overview
Give customers a branded portal to see appointments, pay open invoices, and update their profile. You control who gets access and can turn the portal off per company without losing data.
What we're building
Customers call the office for things they could handle themselves, when is my appointment, can I pay my bill, is my phone number right. Every one of those calls pulls staff off other work.
Thorbis gives your customers a branded portal where they can see their appointments, pay open invoices, book online, and update their own profile. You decide who gets access, and you can turn the portal off for a company without losing any data if it is not the right fit.
It is for companies that want to cut routine inbound calls and let customers self-serve the basics.
What you'll be able to do
- Let customers view their appointments
- Collect online invoice payments
- Offer online booking
- Let customers update their own profile
- Brand the portal for your company
- Control who gets portal access
- Turn the portal off per company without losing data
Rollout plan
- 01
Customer self-service portal
CompleteGive customers a branded place to view jobs and pay invoices.
- 02
Online booking and profiles
CompleteLet customers book online and keep their own profile current.
- 03
Per-company access control
CompleteControl who gets access and toggle the portal off without losing data.
Milestones
- Complete:
Branded portal
Stand up a branded customer-facing portal.
- Complete:
Invoice payments
Let customers pay open invoices online.
- Complete:
Booking and profiles
Enable online booking and self-service profile updates.
- Complete:
Access controls
Add per-company access and an off switch.
More in Customer Intake & CRM
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.