A simple portal your clients will love
Clients request work, approve quotes, see upcoming visits and check invoices — without calling the office.
Client portal that just works
Service requests
Clients send requests with details and photos.
Quote approval
Review and approve quotes online.
Upcoming visits
See when your team is coming.
Invoices
View invoices and what's still due.
Messages
Chat with your office in one thread.
Works on phones
A clean mobile layout with a bottom bar.
Everything your client needs, nothing they don't
A short to-do list, upcoming visits and recent activity — so clients always know what’s next.
- To-dos like quotes to approve and invoices due
- Visit history with status
- Message the office or request service
Invoices clients can understand
Clear totals, payments and what’s still owed, with the original quote alongside.
- Itemised totals and balance
- Download as PDF
- Linked to the visit it covers
Three steps to get going
1. Create your free account
No credit card — add your business, services and prices.
2. Invite your team
Staff join by email and get their own worker portal.
3. Start using client portal
It's connected to everything else from day one.
Works even better together
Quotes
Send quotes clients approve online.
Invoices & payments
Invoice finished jobs and chase what's overdue.
Team messaging
Team and client chat linked to the work.
Common questions
Invite a client from their profile; they set a password and see only their own records.
No. Each client only sees their own requests, quotes, visits and invoices.
Yes, portal settings let you choose what clients can see and do.
Try it with your own business — free
No credit card or payment details. Set up and invite your team in minutes.