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Client PortalOverview

Client Portal

Give your customers a secure, self-service portal where they can view invoices, pay online, accept estimates, track jobs, and submit service requests — all in one place.

ProThis feature requires a Pro subscription ($19/month). Compare plans

What Customers Can Access

When a customer logs into the Client Portal, they can see:

  • Invoices — view all invoices, see amounts due, and pay online via Stripe (credit card or ACH bank transfer)
  • Estimates — review estimates and accept or decline them directly from the portal
  • Jobs — check job status, view job details, and see photos from completed work (if enabled)
  • Agreements — view service agreement details, visit schedules, and track progress (if enabled)
  • Service Request Form — submit a new service request directly from the portal (if enabled). The form is pre-filled with the customer’s contact info.

You control which sections are visible in the portal from your settings.

The Client Portal uses magic link authentication — no passwords required.

How it works:

  1. The customer enters their email address on the portal login page.
  2. They receive an email with a secure login link.
  3. Clicking the link signs them in automatically.

Magic links expire after a set period for security. If a link expires, the customer can request a new one by entering their email again.

This approach is simpler for customers (no password to remember) and more secure than password-based login for a service portal.

Setting Up the Portal

  1. Go to Settings > Client Portal.
  2. Turn on Client Portal.
  3. Set your welcome message — this appears when customers log in.
  4. Choose which sections are visible in the portal:
    • Jobs
    • Estimates
    • Agreements
    • Service Requests
  5. Click Save.

Invoices are always visible in the portal and cannot be hidden — customers need to be able to view and pay their bills.

Inviting Customers

To give a customer access to the portal:

  1. Go to Customers and open the customer’s profile.
  2. Click Invite to Portal.
  3. The customer receives an email with a link to the portal and instructions on how to log in.

You can invite customers individually or as part of your normal workflow when sending invoices or estimates.

You can share your portal URL directly with customers:

  • Include it in your email signature
  • Add it to your website
  • Print it on invoices or business cards

When customers visit the portal URL, they enter their email to receive a magic login link.

There are two ways customers can view their invoices:

Invoice Share LinkClient Portal
AccessDirect link to a single invoiceFull login with access to all invoices, estimates, jobs, etc.
AuthenticationNo login requiredMagic link email authentication
ScopeOne invoice onlyComplete account history
When to useQuick sharing of a specific invoiceOngoing customer relationship

Both methods work independently — you can use invoice share links, the Client Portal, or both.

Mobile Experience

The Client Portal is fully responsive and works on phones, tablets, and desktops. Customers can view invoices, pay, accept estimates, and submit service requests from any device.

Disabling the Portal

To turn off the Client Portal entirely, go to Settings > Client Portal and turn off the toggle. Existing customers will no longer be able to log in, but their data is preserved. You can re-enable it at any time.

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