Customer Portal

Give Customers a Clear View of Their Service

Let customers see service history, pay invoices, and request service through your portal. Keep routine information easy to find without another call to your office.

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FNS Pool Service and Repairs Gottlieb's Premier Pool & Spa Precision Pool & Patio
Portal

Portal Dashboard

Your customer's home base. Balance due, last service, upcoming work, and properties at a glance. They log in and immediately know what's happening with their pool.

Customer portal dashboard on mobile
Portal

Service Detail

Full service reports with chemical readings, ideal ranges, and technician notes for total transparency. Your customers see exactly what was done and why.

Service report with chemical readings
Portal

Invoices

Invoices with status, amounts, and due dates. Customers can view and pay without calling your office. Fewer interruptions for you, more convenience for them.

Invoice list with online payment
Portal

Desktop Dashboard

The full dashboard on desktop. Recent services, outstanding invoices, and upcoming work. Everything your customer needs to stay in the loop, no phone call required.

Customer portal desktop view
Dashboard

Send Invite

One click to send a portal invite or generate a secure link. Your customer is set up in seconds. No passwords to manage, no accounts to create manually.

One-click portal invite
Dashboard

Portal Settings

Toggle what customers see, including service history, invoices, work orders, chemicals, and contact info. You control exactly how much transparency to give.

Portal visibility settings

See It In Action

A quick look at the customer portal from both sides, your customer's view and yours

From your first customer to your first crew

Give Customers a Place to Find Answers

Start a free trial and explore your workflow. Book a demo if you’d like to walk through it with us.