Send your customer a private link that opens a self-service portal in your branding. They see open estimates, pay invoices, request more work, and book another appointment - all in one place. Included with your plan.
No credit card required. Send your first portal link in under a minute.
From the moment you tap "Send portal link," your customer can pay, accept, book, or request - on their own time.
From My Clients, open any past customer. You'll see a "Send portal link" button right at the top of their record.
Send the link by email or text in one tap, or copy it and paste it wherever you want. The link is private to that customer.
They open the link to your branded portal. They can pay, accept, book, or request more work. You get an email and a text the moment they do.
Give customers a branded place to view estimates, request work, pay invoices, and stay connected to their record.
Your customer portal uses your business name, logo, brand color, phone, email, and footer message, so every self-service page feels like your company - not ours.
Customers can view estimates, accept work and schedule the job's start date from your calendar the moment they accept, review and sign change orders, pay invoices, request a new job, book another appointment, and send referrals from one private branded link. Their History also keeps each signed pre-job walkaround with its after photos, and any hail report you share.
Send the portal link by SMS, email, or copy/paste. The same customer can keep using it for repeat work, invoice payments, booking, and project history.
New portal requests attach to the existing customer record, which keeps repeat jobs, notes, estimates, invoices, and payments together instead of creating duplicate leads.
Signed walkarounds, change orders, and hail reports land in the same portal your customer already uses to pay.
Each pre-job walkaround your customer signed shows in History under its job: the date, the photo count, a View button, the signed PDF, and a strip of the after photos you added when the work was done.
Customers review and sign change orders right in the portal. Each job's total says how many change orders it includes, with the signed PDF of each one. Turn on Request a change and customers can ask for one on won jobs or jobs paid in the last 60 days.
On Solo and up, pull every NOAA hail report near a customer's address since 2006, save it to their record, download a PDF with your logo and license line, and share it to their portal, where it stays exactly as you saved it. Try the free hail report by address tool.
A private branded link where customers can view estimates, review and sign change orders, pay invoices, book another visit, request more work, and see job history, including signed pre-job walkarounds and any hail report you share.
Open the customer record and send the portal link by email or SMS, or copy it and share it manually.
The portal link lasts 180 days, and the clock resets each time the customer opens it.
Yes. It uses your business name, logo, brand color, phone, email, and custom footer message.
No. New requests attach to the existing customer record so repeat jobs, notes, invoices, and payments stay together.
FastEstimateMaker emails you immediately when a portal customer requests more work or submits a new booking. If your phone is verified for SMS, you get a text too. The new request shows up in your CRM under that customer.
Yes. From the client record, you can see whether the link has been sent, when it was last opened, and the activity history - including any link recoveries the customer requested.
No. The branded customer portal is included in the $29.99/month plan.
Fast Estimate Maker sends your Google review link once a job is fully paid, or text it to any customer in one tap. In the app, My Business > Reviews opens a share sheet with your review QR code to hold up on your phone, a ready-made text to copy and send, and printable signs, review cards, and round stickers with your logo. Just want the code? Make a free Google review QR code for your invoices and truck. More reviews, without remembering to ask.
Send the portal link in one tap. Your customer pays, accepts, and books on their own time - in your branding. You get the call only when you actually need to.
Send estimates freeNo credit card required. No contracts. Cancel anytime.
