Client portal
Give service clients one portal for estimates, deposits, invoices, and records.
Interdatum helps service businesses give clients a portal to review estimates, download PDFs, pay deposits or invoices, and access job records after work is complete.
Operational pain
What breaks before Interdatum
- Clients lose estimate PDFs, invoice links, and job photos in email or text threads.
- Operators resend the same payment links and documents repeatedly.
- Approvals, deposits, invoices, and records are spread across disconnected tools.
- Clients have no single place to return for past service records.
Connected workflow
How the flow works
- Send an estimate to the client portal.
- Let the client review the estimate and download the PDF.
- Collect deposits and final payments through the portal.
- Attach job notes, before-and-after photos, invoices, and records.
- Keep historical records available to the client after the job is complete.
Best for
Service businesses that need this workflow
- Operators who send estimates, photos, invoices, and payment links repeatedly.
- Businesses where clients need proof of work or service records.
- Marine, cleaning, abatement, detailing, and trades workflows with documentation.
Free onboarding
Want this workflow for your service business?
Create a CRM with email and password, configure your business basics, and start shaping intake, estimates, deposits, scheduling, invoices, and payments around your operation.