Customers
Customer portal software that lets customers approve, pay, and book without calling.
A branded, password-free hub for every customer's estimates, invoices, visits, and memberships — open from any text or email you send.
14-day free trial. No credit card.
How it works
How customer portal works in Homeforce
Every link you send — confirmation, estimate, invoice — opens the customer's portal, already signed in and up to date.
Estimates
Options they can compare on the couch.
Customers review good, better, and best options with photos and financing, choose one, and sign. The approved job lands in your queue for scheduling, deposit included.
Invoices
Balances paid without a phone call.
Open invoices show line items, photos, and the service report. Customers pay by card or bank transfer, save a payment method, or choose a financing plan for larger balances.
Self-scheduling
Visits booked into time you actually have.
Members book included tune-ups, and anyone can request service in open arrival windows you choose to offer. Reschedules and cancellations follow your rules, not a phone tag.
Records
Every visit, report, and warranty in one place.
Customers see past work, technician notes you've marked shareable, photos, equipment details, and warranty dates. Fewer "what did you do last time?" calls, more trust.
What it can look like
Illustrative example: a plumbing shop sending about 400 invoices and 120 estimates a month
- in every text and email opens the right page — no password to forget
- 1 linkin every text and email opens the right page — no password to forget
- approvals and payments, including evenings when homeowners decide
- 24/7approvals and payments, including evenings when homeowners decide
- fewer status and balance calls a month if one in six invoices stops generating a call
- ~70fewer status and balance calls a month if one in six invoices stops generating a call
- paper estimates to chase back for a signature
- 0paper estimates to chase back for a signature
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Customer portal connects to the rest of Homeforce — no exports or re-typing.
- Estimates & proposalsGood / better / best options, signed on the spot.
- PaymentsCard, ACH, and tap to pay — collected in full.
- Memberships & service agreementsRecurring revenue that renews, bills, and schedules itself.
- Online bookingLet customers book real open slots from your website.
- Customer managementEvery property, unit, visit, and invoice in one record.
- Consumer financingMonthly payment options that keep big jobs moving.
FAQ
Customer portal questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Do customers need to create an account?
No. Links in your texts and emails sign customers in securely. They can save the portal to their home screen, and a one-time code lets them return anytime.
Is the portal branded to my company?
Yes. Your logo, colors, and contact details appear throughout, and customers see your company name — not ours — in messages.
What can customers do in the portal?
Approve and sign estimates, pay invoices, save payment methods, apply for financing, book or reschedule visits, manage memberships, and view service history and reports.
Can I control which notes and photos customers see?
Yes. Technician notes are internal by default. Mark specific notes, photos, or checklist results as shareable and they appear on the customer's report.
Does the portal work for property managers with many units?
Yes. A contact who manages multiple properties sees all of them in one portal, with approvals and invoices grouped by property.
See customer portal with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration