Your clients.
Self-served.
Give every client their own branded portal to see their balance, request service, approve estimates, and pay invoices. No phone tag. No 'can you resend that?' Just a clean, professional experience.
RP
Reyes Plumbing
Client portal
DM
Overview
Requests
Estimates
Appointments
Invoices
Wallet
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Thursday, Jun 25
Hello, Dana
Account balance
$480.00
due
3 invoices outstanding
Pay now
Upcoming appointments
View all
JUN
25
THU
Drain cleaning
10:30 AM – 12:30 PM
Scheduled
JUL
02
WED
Quarterly maintenance
9:00 AM – 11:00 AM
Scheduled
Estimate #1042
Needs approval
Whole-home repipe
Reyes Plumbing · valid 30 days
Repipe (PEX) · whole home
$2,180
Permit & inspection
$300
Total
$2,480.00
Decline
Approve estimate
Your invoices
Balance $480.00
#1041 · Drain cleaning
Jun 18
$480.00
Pay
#1038 · Water heater install
May 30
$1,240.00
Paid
#1032 · Kitchen sink repair
May 12
$675.00
Paid
Booking received
Fri 2 PM · Mike B.
Get paid without the chase
The check is never in the mail. Clients see every invoice, the total balance due, and a pay button. Full or partial payments with saved cards, ACH, instant receipts and downloadable PDFs. No more chasing checks or playing phone tag about balances — and you get notified the moment they pay.
Everything clients need
A complete self-service experience that makes you look like a much bigger operation — no app to download, works on any device.
No more phone tag
Estimate approvals
Clients approve with one tap, pay deposits upfront, request changes, or decline with a reason — and you get notified instantly.
The check is never in the mail
Online payments
Every invoice, the balance due, and a pay button. Full or partial payments by card or ACH with instant receipts.
Stay informed
Appointment tracking
Clients see upcoming and completed appointments with dates, times, assigned crew, and property addresses. No "when are you coming?" calls.
Cards on file
Payment wallet
Save cards for faster payments, set a default, and view complete payment history. Downloadable receipts for every transaction.
At a glance
Client dashboard
Balance due, pending estimates, upcoming appointments, and recent activity — all in one glance. Clients always know where things stand.
Your brand, front and center
Company branding
Your name, logo, and colors throughout. Every page clients see looks like it belongs to your business — they see your company, not ours.
Portal questions?
Not seeing what you need? Hit us up.
How do clients access the portal?
Clients receive a link via email when you send an estimate or invoice. They click the link and they're in — no passwords, no accounts to create. The portal remembers them for 30 days so they can come back anytime.
Is the portal branded with my company?
Yes. Your company name, logo, and colors are displayed throughout the portal. Clients see your brand, not ours. It looks like you built it yourself.
Can clients pay invoices through the portal?
Absolutely. Clients can pay with a credit card, debit card, or ACH. They can make full or partial payments, save cards for future use, and download receipts instantly.
What can clients see in the portal?
Clients can view estimates (and approve or decline them), see all their invoices and balances, track upcoming and past appointments, manage their saved payment methods, and contact your company directly.
Do clients need to download an app?
No app needed. The portal is a web app that works on any device — phone, tablet, or computer. Clients just open the link in their browser.
Ready to impress
your clients?
Give your clients the self-service experience they expect. Start your free trial today.
