Customer Portal

How your customers view jobs, approve estimates, and pay invoices

Customer Portal Overview

What your customers see when they log in to their portal

Everyone

Approving Estimates

How customers review and approve estimates sent by their service provider

Everyone

Viewing Invoices & Paying Online

How customers view invoices and make payments through the portal

Everyone

Leaving Reviews

How customers leave reviews after a job is completed

Everyone

Viewing Your Contracts

How to view and manage your service contracts in the customer portal

Customers

Referral Program

Let your customers earn credit by referring their neighbors, and manage referral settings

Everyone

Review Requests

Automatically request reviews from customers after jobs are completed and manage your online reputation

Uploading Photos in the Portal

How customers add job photos and how staff moderates them

Everyone

Still have questions?

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