Client portal
Your client does not have to call to know where they stand
Most of the questions a client asks are ones they could answer themselves if you gave them the place: which invoice is still open, what was in that quote again, what exactly was done on that Tuesday.
In the client portal they see their own invoices and pay them directly, accept a quote digitally with their name as the signature, and view the work orders for the work carried out, with photos and their own signature.
You arrange access per contact person from the client file. Every client sees only their own data, and that is not managed in the screen but enforced in the database.
Paying invoices
The outstanding amount with a payment link, without searching through old email.
Accepting quotes digitally
Fill in a name and agree; on your side the quote is then marked as accepted.
Viewing the work order
Hours, materials, photos and signature, without your purchase prices and margin.
Sharing documents
What you share with this client sits in one place instead of in an email attachment.
Support questions
Your client asks a question in the portal, you answer it in the app.
Its own portal address
A separate link per company that you can share with your clients.
Overview, collaboration and security
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