Customer Portal
Clients see
what you see.
One magic-link URL opens the whole project: proposals to sign, invoices to pay online by credit card or ACH bank transfer via Stripe, * the live schedule, photos, documents, direct chat with the team, and CSAT sign-off that actually closes the project. Mobile-first. No passwords. No app to install.
What's Inside
The whole project. In one link.
Magic-link auth, live schedule, signed proposals, invoices, payments, photos, documents, chat, CSAT — all role-aware, all mobile-first.
Magic-link access — no passwords
Clients open a private link you send them — no password to create, no credentials to forget, no 'can you reset my login?' phone call. Works on their phone, works on their laptop, works for their spouse.
Proposal review + multi-signer
Clients review the scope, leave comments on it, and sign electronically — and a spouse or co-owner can sign the same agreement without a workaround. The last signature marks the lead Won and sets up the contract and its payment schedule in one go.
CSAT sign-off — closes the project
Every scope section requires a customer signature before the project can close. A branded email carries a personal note from the project lead, the customer signs from their phone, and the signed PDF is filed and posted to the project on its own.
Invoices with payment status
Every invoice, every payment, always visible. PDF download, payment history, current balance. No customer call asking 'how much do I owe?' — they already know.
Online payments — card & ACH via Stripe™
Clients pay progress invoices online by credit card or ACH bank transfer, right from the portal. Receipts auto-logged against the invoice. One less reason for a customer to write a check — and one less check for you to chase.
View-only schedule timeline
Clients see the same timeline your team works from — what's done, what's next, when the crew shows up. It updates the moment your PM moves something, which all but ends the 'what's happening today?' phone calls.
Project photos + documents
Executed contracts, signed CSAT forms, permits, insurance, photos — shared in one place. Organized per project, filed automatically. No email attachments, no shared Dropbox folders.
Direct chat with the team
Threaded chat inside the portal. Not SMS, not email — a persistent thread that lives with the project. Searchable, attributable, never lost when the phone runs out of storage.
Mobile-responsive by design
Built for a customer who's looking at this on their phone while they're in a meeting. Every flow — review, sign, pay, chat, photos — tested on small screens first, desktop second.
Your rep is on the way
The customer gets a link showing their rep moving toward them on a map, with a real arrival time that updates as they drive. Replaces the text that said fifteen minutes whether it was five or forty — the single cheapest thing you can do about no-shows and missed appointments.
Explore this feature →CSAT Sign-Off
How projects actually close
The last mile used to be a fire drill. Now it's four automatic steps — and a project can't be marked Completed without them.
Step 1
Branded email sent
Personal note from the project lead + one-click sign link.
Step 2
Customer signs
Typed or drawn — whichever is easier on the device they're holding.
Step 3
PDF filed automatically
Signed PDF filed in project Documents, auto-posted to project chat.
Step 4
Project auto-completes
Final signature stamps the completion date and flips status to Completed.
Token-secured
Every portal link works for one person on one project, and nothing else. Shut a link off whenever you want and it stops working immediately.
Role-aware visibility
Customers only see their own projects. Vendor bills and internal commissions are never exposed through the portal.
No app required
Magic link → browser. Works on any phone, any tablet, any laptop. No store review, no install friction, no push-notification permissions.
See the portal from both sides
Book a 30-minute demo. We'll walk the customer view on a phone and the admin view on a laptop — side by side — so you see exactly what your clients will see.
Book a Demo