Branded Customer Portal

Past customers pay, accept, and book again - without picking up the phone.

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.

Your logo & brand color One-tap link by email or SMS Google Business Profile Reviews

No credit card required. Send your first portal link in under a minute.

JR Johnson Roofing (555) 123-4567 · [email protected] YOUR LOGO Hi Sarah 👋 Here's everything for your jobs. DUE NOW Invoice #INV-1042 $8,300 PAY NOW REVIEW & ACCEPT Estimate - Gutter cleaning $420 + Book another appointment Pick a time that works for you Request more work Tell us what you need - we'll follow up Thanks for choosing us. - The Johnson Roofing team
"Half the calls I used to get were 'Can you resend my invoice?' or 'Are you available next month?' I send everyone the portal link now and the phone barely rings - they just go in and handle it."
- Built for contractors who want repeat work without the inbox ping-pong

One link. Every action your customer needs. In your branding.

From the moment you tap "Send portal link," your customer can pay, accept, book, or request - on their own time.

1
Open the customer in your CRM

From My Clients, open any past customer. You'll see a "Send portal link" button right at the top of their record.

2
Send by email, SMS, or copy

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.

3
Customer self-serves

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.

Customer portal workflow in one view

Give customers a branded place to view estimates, request work, pay invoices, and stay connected to their record.

WHITE-LABEL BRANDING

Your logo. Your color. Your business name. Not ours.

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.

Your logo. Your color. Your business name. Not ours.
Accept an estimate
Review the line items, accept with one tap, and the job converts to "won" in your CRM.
Pay an invoice online
Pays through whichever processor you've connected - Stripe, Square, PayPal, or Venmo.
Book another appointment
Pick a time from your online booking calendar - if you have it enabled.
Request more work
Describe the job and pick a timing - ASAP, this week, this month, or flexible.
See full job history
Every past quote, invoice, and visit grouped by service address - so they can find anything fast.
Refer a friend
Copy your booking link straight from the portal and share it with someone who needs you.
Every common request, handled without a phone call.
Open the customer in My Clients Send by email or SMS - one tap ← You Customer opens portal · 180-day clock resets Lost it? Request a new link from portal
Send it once. They keep access for as long as they're a customer.
Sarah Lee · Customer since 2023 EXISTING CUSTOMER RECORD 2023 · Roof inspection · $420 2024 · Gutter repair · $1,200 NEW · Storm damage · pending → PORTAL: "Request more work" Storm took out my downspouts Timing: this week
A portal request from your customer doesn't create a new "lead." It lands on their record.

Customer Portal - Common Questions

A private branded link where customers can view estimates, pay invoices, book another visit, request more work, and see job history.

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.

No. The branded customer portal is included in the $29/month plan.

Turn paid jobs into 5-star Google reviews.

Fast Estimate Maker automatically requests a Google Business Profile review once a job is fully paid - or send a review link to any customer by text in one tap. More reviews, without remembering to ask.

Give Every Customer Their Own Branded Self-Service Hub.

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.

Start Now

No credit card required. No contracts. Cancel anytime.