Self-serve customer cabinet that works 24/7
Give customers functionality to manage existing requests or submit new ones, approve quotes, and pay invoices and much more.
First 3 months free. No card required!
Smooth Payments Management
Payments and Billing
Manage billing details
Let customers add credit card or checking bank account to process payments for current balances or future invoices.
Pay invoices
Streamline communication with pre-defined response templates for calls and texts. Customers can manage and review their past or manage existing invoices.
Simplify Approvals
New Requests & Approvals
Request new work
Let your customers have an option to request more work on their private client hub. They don’t have to call or text you to give you more business.
Approve quotes & Signatures
Every quote is a binding contract that needs to have legal power. Approving quotes and collecting signatures for the job and payment terms. Protect yourself against potential future disputes and challenges.
Navigate Your Growth
Track Progress
Status Checks
Customers can track progress on existing jobs or service appointment subscriptions.
Appointment details
Customer can check any visit, appointment or job details, dates and times it’s set to be completed.
Frequently asked questions
From product inquiries to account assistance, we've curated an FAQ for you to help you along the way.
Yes, customers can track the progress of their requests in real-time within the customer cabinet. From submission to completion, customers have visibility into the status of their requests, allowing them to stay informed and updated throughout the process.
Absolutely! The customer cabinet provides access to historical data and records, allowing customers to view past requests, invoices, payments, and interactions with your business. This feature enables customers to track their history and reference previous interactions as needed.
Yes, customers can manage their account information and preferences directly within the customer cabinet. They can update contact details, change notification preferences, set up payment methods, and manage subscription preferences with ease.
Our self-serve customer cabinet provides customers with a range of functionalities, including the ability to manage existing service requests, submit new requests, approve quotes, pay invoices, and much more. It serves as a convenient and accessible portal for customers to interact with your business at any time
Yes, customers can view and download important documents or files, such as invoices, contracts, or service agreements, directly within the customer cabinet. This feature ensures that customers have access to essential information whenever they need it, enhancing transparency and convenience.
