Bring them back
Deposit paid. Three calls asking when.
JobsiteBooked includes customer portal software for contractors: each customer logs in to see their visits, files and invoices. They check the install date, pay what's due and ask for more work without calling you.
- Upcoming visits, contracts and shared files in their login
- Open invoices paid by card from the same login
- Requests for more work, filed under that customer
- Free trial, no card
- Month to month, cancel any time
Where it sits
Customer portal sits in Bring them back
Land the job
Online booking · Estimates · Review requests · Marketing · Website
Run the job
Scheduling · Crew app · Job photos · Time tracking · Integrations
Bill the job
Invoicing · Payments · Expenses · QuickBooks sync · Reporting
Bring them back
Texting & inbox · Reminders · Customer portal · Customer list
Customer portal
What customers call the office to ask
Three questions customers phone about, and where they find the answer now.
The wait
They check the date instead of calling
Six weeks after the deposit, the customer calls a third time to ask when the windows go in. You're on a ladder, and they start to wonder if the deposit's gone.
Once the install is on your schedule, it shows in their portal under Appointments. Share the order confirmation or the permit as a file, and it sits beside their contract. Every page carries your business name, colors and logo.
- Appointments: every visit on your schedule for them
- Shared files: drawings, permits, order confirmations
- Your brand: business name, colors and logo
Upcoming install The bill
Invoices paid by card from their login
The final invoice went out Friday. Monday the customer calls to ask what they owe and how to pay. The check is still a week off.
Their open invoices are listed in the portal, on their phone or computer. They tap one and pay by card. Paid invoices stay listed, so last spring's is there when their accountant asks.
- Card payments: on their phone or computer
- Paid invoices: still in their list afterwards
Paid by card The next job
New work requested from the same login
A property manager texts you about a sticking door at one rental, a leak at another. By Friday both are buried under other texts.
They tap Request work in their portal and describe the job. It reaches you filed under that customer, and they see it listed under My requests.
- Request work: sent from their login
- My requests: what they've asked for, listed
New request
Clients texted me at 7 AM asking what's next, then again after dinner. Now their visits, drawings and contract sit in their login, and the morning texts stopped.
How it works
How customers find their own answers
Invite them
Send the customer a login email; the portal opens under your name and logo.
Share
Book their visits and add the contract, drawing or permit to their shared files.
They pay
They pay open invoices by card and send a request when they need more work.
Related features
Works next to the portal
- See Customer list
Customer list
Every property, past visit and pinned note for each customer you serve.
- See Texting & inbox
Texting & inbox
Questions the portal can't answer arrive as texts on your phone.
Estimates
Estimates get signed from their own link, deposit paid by card.
Next: Land the jobSee Estimates
Questions about the customer portal
What can my customers do in the portal?
Can customers pay their invoices in the portal?
Can customers see when we're coming?
Can I share files like drawings or permits with the customer?
Is the portal branded with my business?
We do the setup
Their questions answered before they dial
We do the setup: your services and prices, your customers, each crew member's personal link to the crew app, and your website. Your name, colors and logo go on the portal as part of it.
- Free trial, no card
- Month to month, cancel any time