Client portal
Give clients one place to review and pay for service work
Keep estimates, approvals, deposits, invoices, payments, photos, file activity, and completed records together in a branded client portal.
Use this when
Where this workflow fits
- Clients regularly ask you to resend estimates, invoices, payment links, or photos.
- Approval and payment should stay tied to the exact estimate or invoice.
- Completed work needs a clear record that the client can access again.
Inside Interdatum
What the CRM handles
- Send the client an estimate through their portal.
- Let them accept or decline scope and pay a deposit when required.
- Show relevant file activity and job photos as the work progresses.
- Publish invoices and collect balances through Stripe Connect.
- Keep historical files and closed-job archives available after completion.
Good fit
Teams likely to use it
- Service businesses with repeat clients
- Work that requires proof or documentation
- Operators who want fewer document and payment-link follow-ups
Free to start
Build this workflow around your operation
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