Clients sign in to a branded portal and see active and historical service files instead of searching old email and text threads.
Portal and payments
Client portal, approvals, and payments
Give clients one branded place to review activity, accept or decline estimates, pay deposits and invoices, view photos, and return to past records.
They can review PDFs, accept or decline scope, agree to terms, and pay a deposit when required. Estimates without a deposit can be accepted directly.
The timeline keeps sent, viewed, accepted, replaced, voided, invoiced, and paid activity understandable as work changes.
Clients can review before-and-after photos, pay invoice balances through Stripe Connect, and revisit completed work later.
Closed files can be downloaded as a job archive with estimates, invoices, photos, and supporting records.
