What is a client portal and why do I need one?

A client portal transforms how you interact with your customers: What It Provides 24/7 access to all client documents and information Real-time job status and schedule updates Instant invoice viewing and online payment options Quote viewing and approval capabilities Secure file sharing and storage Product catalog access Key Benefits Reduces email volume significantly Faster payment collection with instant payment options Professional branded experience for clients Keeps clients informed without manual updates Builds trust through transparency Saves hours of administrative work weekly Perfect For Service businesses wanting to look more professional Companies tired of email back-and-forth Teams wanting faster invoice payments Businesses sharing files and documents regularly

How can clients pay invoices through the portal?

The client portal makes invoice payment simple and fast: Payment Methods Instant card payments via Stripe integration View bank transfer details for wire transfers Multiple payment options for client convenience Secure payment processing Payment Features One-click payment from invoice view Automatic payment confirmation Payment history and receipts Real-time payment status updates Support for multiple currencies Benefits for Your Business Get paid faster with instant payment options Reduce late payments significantly No more sending bank details via email Automatic payment reconciliation Better cash flow management Client Experience Pay anytime, 24/7 access Choose their preferred payment method Instant payment confirmation Access to all payment history

Can I customize what each client sees in their portal?

The client portal offers flexible customization and control: Content Control Choose which files to share with each client Control product catalog visibility Manage document access per client Share only relevant information Branding Options Add your company logo Customize with your brand colors Include your company information Display your contact details Visibility Settings Control which clients see which products Share files selectively Manage quote and invoice visibility Show job schedules as needed Professional Appearance Consistent brand experience Clean, modern interface Mobile-friendly design Easy navigation for clients

How does file sharing work in the client portal?

File sharing through the client portal is simple and secure: File Management Upload files directly to the portal Organize files in folders Share with specific clients only Control who sees what files Supported File Types PDFs and documents Images and photos Contracts and certificates Reports and presentations Videos and multimedia Client Access View files online instantly Download files when needed Access file history Search through shared files Business Benefits No more email attachments No file size limitations from email Clients never lose important documents Centralized document storage Reduces "can you resend" requests

How quickly can I set up a client portal?

Getting started with your client portal is quick and easy: Setup Process Add your company logo and branding Customize your portal colors Add your contact information Invite your clients via email Start sharing documents and files No Technical Skills Needed Simple point-and-click setup No coding or development required Guided setup wizard Live preview of your portal Client Access Clients receive an email invitation Set up their account in minutes Access from any device with a browser No app download required Mobile-friendly interface Ongoing Management Add new clients anytime Update branding easily Manage client access No maintenance required

Your Clients. Their Own Space.

Give clients a secure portal to view quotes, invoices, jobs, and files, all in one place. Let them pay, track progress, and stay connected while you control what they see.

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Invoices

Quotes

Jobs

Files

Products

Payments

Why Businesses Love This Portal

Stop emailing documents. Stop answering "where's my invoice?" Give your clients a professional portal where they find everything themselves.

Everything in One Place

Your clients see all their quotes, invoices, and job updates in one clean portal. No more digging through emails or missed messages.

Get Paid Faster

Clients can pay invoices instantly with Stripe or view bank transfer details—right from the portal. No chasing, no delays.

Share What Matters

Control exactly what each client sees. Share files, product catalogs, and job schedules—only what they need.

Professional & Branded

Your portal reflects your brand with your logo and colors. Clients get a smooth, modern experience that builds trust.

Look More Professional
With Less Work

Your clients get a branded portal that makes your business look bigger and more organized. You save hours by not emailing the same documents over and over. Win-win.

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