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Operations

Most status calls are avoidable.

One link where the customer can see their job, without calling you.

Give each job its own branded page showing schedule, scope, and financials, or just the parts you choose. You control what is visible, and you can rotate or disable the link at any time.

What it does

The capabilities behind Customer Portals.

  • A branded portal page per job
  • Toggle which sections are visible: schedule, scope, financials
  • Share by link, no customer login required
  • Rotate the link or disable access instantly
  • Last-viewed tracking so you know if they have looked
  • Same portal surfaces completion sign-off and invoices
How approval-only works

Three steps. Nothing goes live without you.

01
Turn the portal on
Pick which sections that customer should see. A repeat commercial client might get financials; a first-time homeowner might just get schedule and scope.
02
Send one link
No account, no password. They open it on their phone and see exactly where things stand.
03
Fewer status calls
Schedule changes, progress, and documents update in place. You can see when they last checked, which tells you whether to follow up.
Sample outputs

What it actually produces.

Portal shared
Storrow draft · pending approval
Hi Ray, here is the project page for the roof replacement. Schedule, scope, and photos all update as we go, so you can check anytime instead of waiting on me. I will still call you for anything that needs a decision.
Access rotated
Storrow draft · pending approval
Portal link for job #418 was rotated. The old link no longer works. Send the new one to the customer when you are ready.

Common questions.

See Customer Portals in action.

20-minute demo. We show you what this agent would do against your actual business, live, no slides.