Branded Customer Portal

Your service. Their place to manage it.

Give customers a useful account throughout their relationship with your company. Upcoming work, service history, invoices, payments, quote visits and support stay connected, with the actions your business permits available in one branded place.

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A home base for the next action

Show the customer what needs their attention.

The dashboard brings upcoming services, calendar details, active services and relevant account activity together. Outstanding invoice alerts provide a direct route to payment, while service information explains the next scheduled work.

Customers can review the associated property and request schedule changes where permitted. Account or service suspension information helps make the current status clear.

Completed and upcoming visits retain different service scopes and their current schedule statesIllustrative customer portal context on September 21, 2026 for Priya, C-074, at 72 Oak Street. The September 8 exterior surface-cleaning visit covered the 800-square-foot driveway and 400-square-foot patio, totalling 1,200 square feet; FR-302 records completion at 10:36 for O-302. The distinct upcoming O-335 patio-only service covers 400 square feet and remains scheduled for September 22 from 13:00 to 14:00. Two flat plans distinguish the serviced areas. The example weather state is conditions monitored; the appointment is unchanged. This configured status does not guarantee weather conditions or itself cancel or reschedule the work.The next visit has its own scope.72 Oak Street · Priya / C-074 · checkpoint, 21 September8 SeptemberCompleted visitHouse1,200sq ft servicedFR-302 · 10:36O-302Driveway + patio22 SeptemberUpcoming · scheduledHouse400sq ft · patio13:00–14:00O-335Patio onlyWeather: conditions monitoredAppointment unchanged

Make weather-related service updates useful.

With weather services and rules set up, customers can see weather guidance for their scheduled work.

All clear
Communicate that no weather issue is expected for the service based on the configured information.
Conditions being monitored
A monitor notice tells customers the business is watching conditions around the visit.
Rescheduling recommended
A reschedule recommendation tells customers that conditions may require a change. Customer actions and the office's scheduling decisions follow the configured operating rules.
Service history that can lead to the next job

Let customers understand and repeat the work they bought.

My Services lets customers view and filter active and historical relationships, distinguishing one-time services, packages and contracts. Opening the service record brings its property, scope and account information into view.

The full service details

Review the property receiving the work, included services and add-ons, totals and billing information. Related invoices and schedule history make the relationship understandable without searching through separate emails.

Order available services again

Reorder past individual services or eligible packages. Eligible contracts can be renewed or reordered with the renewal status visible, connecting the next purchase to an existing customer relationship.

A clear reason when the offer has changed

If a previous purchase no longer qualifies, the customer can see the blocked-reorder explanation and return to the catalog or request a new quote. Current availability and renewal rules govern the next purchase.

Explore the connected service storefront 
Invoices and the agreed terms

Make the financial account understandable.

Customers can review invoice counts and summaries, filter by status and open the charges and totals of an individual invoice. PDF downloads and payment history keep the supporting record available.

Your payment setup lets customers pay by card or use the supported e-transfer options, including reporting a transfer where applicable. The payment record stays with the customer's service history.

Explore online payment options 
Four service charges and the reconciled payment explain the settled invoice balanceIllustrative customer Maya Chen, C-052, at 48 Cedar Avenue. Invoice I-412 contains service visits on August 4, 11, 18 and 25, 2026, each charged at 64 Canadian dollars, totalling 256 dollars. E-transfer notification N-0891 records 256 dollars received September 1 at 09:42. All configured security checks matched, so reconciliation automatically applied 256 dollars to I-412. The invoice is paid in full with zero remaining balance. The dates, charges, transfer and reconciliation belong to the same customer and invoice context. Equal amounts alone would not establish a security match.The charge and the payment make sense.Maya Chen · C-052 · 48 Cedar Avenue · CADAUGUST SERVICE VISITSCHARGE4 August$6411 August$6418 August$6425 August$64INVOICE I-412$256Paid in fullRemaining balance$0N-0891 · $256 received · 1 Sep, 09:42All configured security checks matched.Reconciled automatically · $256 applied to I-412
Before and after the visit

Keep quote requests and service questions visible.

The account remains useful when the customer needs an estimate or has a question about work already performed. Those conversations and appointments belong with the existing relationship.

Manage an in-person quote visit

Request a new quote, track open and historical requests and review appointment and status information. Customers can reschedule within allowed rules or cancel when permitted.

Customers can also use the request's access code to check its status. The office retains the request and property details needed to arrange the assessment and continue the quote.

Explore estimates and quote visits 

Continue a support conversation

Choose the relevant service or support category and create a ticket, exchange messages and review status and history. Customers can reopen a resolved ticket where permitted when the same issue needs further attention.

Rating the support experience provides feedback while the business retains a documented conversation around the customer's service.

Explore the office's customer context 

Keep your company present between service visits.

The portal carries the business's configured branding and customer records across buying, service delivery and follow-up. It supports the services and industries your operation offers, with eligibility and customer actions governed by your setup.

Explore White-Label Branding 

Choose primary brand color

Use left and right arrows to adjust saturation; up and down to adjust brightness.
Enter 0xFF followed by six hexadecimal digits, or a standard hex colour such as #FF652B.