Your clients see everything they need, without an account.
Each client gets one bookmarkable link to their own portal home. They open it and see all their estimates, invoices, appointments, change orders, and current balance in one clean, branded place. No signup, no login, no friction.
The client portal home
Every client has a single portal home: one token-secured link that opens to all of their stuff in one place. Estimates to review and approve, invoices to pay, appointments to confirm, change orders to sign off on, and the running balance, all on one branded page they can bookmark.
Send the link by email, text, or in person. The client opens it on any device, sees everything tied to them, takes whatever action is in front of them (approve, pay, confirm), and you get the result back in the app immediately.
- One client-facing home with every estimate, invoice, appointment, and change order.
- Estimate approval, branded view, signature capture, approve / decline.
- Invoice payment, secure Stripe checkout, paid status flips back automatically.
- Appointment confirmation, client confirms, reschedules, or cancels with one click.
- Current balance, the client always sees what they owe.
- Token-secured link (no signup needed; nothing exposed across customers).
- Mobile-friendly, works on any phone, no app to install.
No account, no password, no friction
The portal uses a token-secured link, so there is no customer account to create and no password to remember. The client clicks the link you send and lands directly on their own home. Nothing about one customer is ever visible to another.
Because there is no login wall, the people who pay you actually use it. The estimate gets approved, the invoice gets paid, the appointment gets confirmed, instead of getting buried in an email thread.
Why this matters
The single-purpose surfaces (pay this invoice, approve this estimate) move money and get approvals. Pulling them together into one portal home means the client has one place to go for everything, and you have one link to send instead of chasing each action separately.
Every action the client takes flows straight back into the app. You are never re-keying an approval or a payment; the portal and your workspace are the same system.
Available on Pro, $29/mo.
Ready to try Client Portal?
Each client gets one bookmarkable link to their own portal home. They open it and see all their estimates, invoices, appointments, change orders, and current balance in one clean, branded place. No signup, no login, no friction.