The client’s view
Every client gets a private portal link, sent automatically with their first quote or job confirmation — no account creation required on their end.
Quotes
Clients can view itemized quotes and approve or request changes directly from the portal. Approvals are timestamped and stored on the job record.
Live tracking
Once a technician marks a job “En Route,” the client sees a live map and estimated arrival time, the same GPS status your dispatch board shows internally.
Job history and invoices
Past jobs, invoices, and payment receipts are all available in one place, so clients aren’t emailing your office asking for a copy of last year’s invoice.
What clients can’t see
Internal notes, technician contact details, and pricing on saved line items stay private — the portal only ever shows what’s relevant to that client’s own jobs.