Throughout the entire process, the client portal runs alongside the CRM so clients can sign in and track the progress of their jobs.
Portal
Client portal and payments
Give clients a portal that runs alongside the CRM from the first request through estimates, deposits, photos, invoices, payments, and downloadable job records.
As soon as a request is submitted through the intake form, the client can sign into the portal to view estimates as they come in, approve work, and pay deposits.
Clients can view before-and-after photos, review the final invoice, and pay it from the same portal experience.
After the job is complete, the CRM generates a downloadable job package that includes the estimates, invoices, and before-and-after photos for the client's records.
Clients are not limited to tracking one job. When they sign in, they can view current and past jobs with the company and revisit old client portals whenever they need to download previous job packages.
