Customer Portal

A customer calling to ask "is the tech still coming?" is a call that pulls a dispatcher off the phones. We build the portal that gives customers a direct answer.

What we build

• Appointment tracking: Customers see their scheduled window and technician arrival status.
• Estimate review: Customers review and approve estimates online before work begins.
• Invoice & payment: Customers view and pay invoices directly through the portal.
• Service history access: Customers see their property's past service records.

Implementation scope

The portal connects to dispatch, estimating, and invoicing, so what customers see always reflects real, current job status.