Trades Workflow feature
Customer Portal Software for Contractors
Give customers a professional place to view estimates, invoices, memberships, and job-related links.
What it does
The customer portal is designed to make customer-facing documents easier to access without giving customers access to internal office workflows.
Why contractors need it
A professional portal builds trust and reduces back-and-forth messages about estimates, invoices, and membership links.
Example workflow
A homeowner can open a secure link to review an estimate, view an invoice, or access membership information without calling the office.
What to expect
- Customer-safe document access
- Estimate and invoice links
- Membership-facing pages
- Cleaner customer experience
Related product areas
Work order software | Contractor dispatch software | Field technician app | Field service software pricing