Browse all 27 areas
Sales
- Clients & properties
- Requests & lead intake
- Site visits & estimates
- Quotes & proposals
- Price book & packages
Operations
- Jobs & scope
- Scheduling & dispatch
- Routes & crew capacity
- Recurring service plans
- Field work & mobile
- Tasks & follow-ups
- Inventory, vendors & equipment
Finance
Team
Customer experience
Growth
Insights
Administration
Features · Customer experience
Customer portal
Give customers a place to see their requests, quotes and invoices.
What it does
- Customer account access
- Portal home
- Service requests
- Upcoming appointments
- Invoice viewing
- Payment history
- Quote approval and change requests
- Messaging preferences
- Referral submissions
- Communication preferences
Unlinked items are in the application without a screenshot here yet.
Screens
7 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.
- Customer portal home: quotes, scheduled visits, open balance and recent requests
- Customer portal: confirmed and scheduled visits
- Customer portal: invoices with balance due
- Customer portal: open balance, saved payment methods and payment history
- Customer portal: requesting a new service
- Customer portal: messaging preferences the client controls
- Inviting a client to the portal: invite created, link masked until copied
