Customer Portal
Viewing estimates
What customers see when they open an estimate.
Overview
What customers see when they open an estimate.
Customers see line items, total, terms, and approve or decline buttons.
Customer self-service
Each customer receives a secure portal link by email. They view estimates, approve work, see invoices, and pay without calling the office.
Tip
Mention the portal when you leave a door hanger — customers approve faster on their phone than by returning a signed PDF.
Next step
Continue with Approving estimates.