FEATURES
Client Portal
Give your clients a connected place to access their job information, reports, invoices, and updates while keeping your team and customers aligned.
✓Give clients access to job information
✓Share reports and documents
✓Keep clients updated on job progress
✓Provide access to invoices and payment information
✓Keep client communication connected to the job
Client PortalCustomer Experience
Johnson Residence
Inspection completed
ReportInvoice
✓ Clients can access their job information
WORKFLOW
How it fits together
Job → Reports → Updates → Client → Payment
Give clients a better way to stay informed
01
Give Clients Access to Their Information
Provide customers with a central place to access information related to their inspection or job instead of relying entirely on back-and-forth communication.
02
Share Reports and Documents
Make important inspection reports and job documents easier for clients to access when they need them.
03
Keep Clients Updated
Give customers visibility into relevant job updates so they have a clearer understanding of what is happening with their service.
04
Make Billing Easier to Access
Keep invoice and payment information available to clients as part of the same connected customer experience.