Feature · Personal Client Cabinet
Give every customer a secure hub to request work, approve quotes, pay invoices, and track progress — at 11 pm on a Sunday, without calling you.
Smooth payments
Customers add a card or bank account once — current balances and future invoices process without a phone call.
Review past invoices, settle open ones, and download receipts — the awkward payment chase disappears.
What’s owed and what’s paid, in plain sight — no surprises on either side.
Simplify approvals · track progress
More business without a call or text — customers ask for the next job right in their private hub.
Approvals collect signatures on the job and payment terms — protection against disputes, built into the flow.
Progress on jobs and subscriptions, plus every visit’s dates and times — “when are you coming?” answers itself.
While the crew works, the customer already knows — requested, approved, tracked, and paid, all self-serve.
Good to know
Yes — every request shows its journey from quoted to scheduled to done, live.
Yes — past appointments, invoices, quotes, and receipts stay available in their cabinet.
Yes — contact details, payment methods, and notification preferences are theirs to update.
Request work, approve and sign quotes, pay invoices and balances, track jobs, and review history — 24/7.
Yes — quotes, invoices, and receipts download right from their account.
Yes — each customer sees only their own verified account, scoped to your organisation.
First 3 months free. No card required. Open 24/7 from day one.
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