Client Portal
Get estimates approved without a login or a phone tag
Clients put off estimates they have to hunt down or sign up for. Send a secure link to an estimate, invoice, proposal or job, and they open it in a browser, respond with a typed name and manage their own appointment.
Why it helps
Clients answer faster when it is one tap
One link, no account
Create a link to an estimate, invoice, proposal or job and send it however you already talk to clients. They never create a password.
A typed name is the answer
Clients approve or decline an estimate, pick a proposal option, or sign an invoice by typing their name. The response shows up on the record.
They handle their own reschedule
From a job link, a client confirms, moves or cancels within your rules, and your team gets notified.
Capabilities
What a portal link can do
- Portal links for estimates, invoices, proposals and jobs
- Approve or decline an estimate with a typed name
- Compare proposal options and choose one
- Sign an invoice with a typed name
- Confirm, reschedule or cancel an appointment
- Links that expire after 7, 14, 30 or 90 days, your choice
- See each link's status and view count, and revoke it any time
How it works
Send a link, get an answer
- 1
Create the link
Open the estimate, invoice, proposal or job and create its portal link.
- 2
Send it
Copy the link and send it by text, email or however you prefer.
- 3
The client answers
They approve, decline, choose an option, sign, or adjust the appointment.
- 4
See it on the record
The response lands on the record. Revoke or replace the link whenever you want.
Get the next estimate approved today
Send your next estimate as a link and see the response on the record.