ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / CLIENT PORTAL
CLIENT PORTAL
Give clients a secure, no-login link to approve milestones, sign quotes, and pay invoices.
A branded, token-secured portal your clients access instantly — no account creation, no friction. Approvals, signatures, and payments in one place.
Start Free Trial
REVENUE_ENGINEACCELERATED
No Login RequiredYES
Milestone ApprovalBUILT IN
One-Click PaymentSTRIPE
01 / FEATURES
Everything Clients Need. Nothing Extra.
The client portal gives clients exactly what they need to stay informed and take action — without the overhead of account management or app installs.
Token-Based Access
No account creation required. Each portal link contains a secure token tied to that client. Clients click the link and land directly in their portal — no password, no friction.
Quote Review & Signing
Clients can review the full quote breakdown, ask questions, and sign electronically. Your team is notified the moment the quote is signed.
Milestone Approval or Revision Request
When a milestone is ready for review, the client sees the completed work details. They approve with one click or submit a revision request with a note.
Invoice View & Pay
Clients can view all invoices and pay outstanding balances directly through the portal. Stripe processes payment and your team is notified instantly.
Upcoming Schedule View
Clients see their upcoming job schedule so they know exactly when your team will be on site. Reduces inbound status calls and improves client satisfaction.
Save Card on File
Clients can save a payment method in the portal for future invoices. Combined with recurring jobs, this enables fully automatic billing without client involvement each cycle.
02 / HOW IT WORKS
Four Steps to Client Self-Serve
01
Send Portal Link
Send the client their unique portal link via email or SMS. The link is generated automatically when a quote, invoice, or milestone is ready for their review.
02
Client Reviews
The client opens their portal in any browser — no app download, no account. They see their quotes, invoices, upcoming jobs, and any milestones awaiting approval.
03
Client Approves or Pays
The client signs the quote, approves milestones, or pays invoices directly in the portal. Every action is logged with a timestamp.
04
Team Notified
Your CRM updates in real time. The team gets notified of approvals, signatures, and payments so work can move forward without waiting.
03 / USE CASES
Who Uses the Client Portal
Ongoing Maintenance Clients
Give long-term maintenance clients a persistent portal link. They see their schedule, upcoming invoices, and can pay without calling the office.
Zero client friction
Commercial Property Managers
Property managers oversee multiple sites. The portal gives them a single view of all active jobs, milestone statuses, and outstanding invoices.
Multi-job visibility
Multi-Location Clients
Clients with multiple locations get a unified portal. All job activity, approvals, and billing across every site in one place.
Unified client view
04 / BENEFITS
Professional Client Experience
Stop sending invoices and quote PDFs by email. The client portal gives every client a professional, branded experience where they can review, approve, and pay — all in one place.
Portal Access
0
Accounts to create
1
Click to access portal
No login requiredToken-based access removes all signup friction. Clients click a link and they're in — on any device.
Quote signing built inClients review and sign quotes electronically. No PDF email chains or third-party tools needed.
Milestone approval flowClients approve or request revisions on completed milestones. Approval triggers the invoice automatically.
Instant payment collectionClients pay invoices directly in the portal. Stripe processes payment and your team is notified immediately.
Upcoming schedule visibilityClients know when your team is coming. Schedule visibility reduces status-check calls significantly.
Card on file for subscriptionsClients save a card and future invoices are charged automatically. Works natively with recurring jobs.
Start Now
LAUNCH YOUR CLIENT PORTAL TODAY
Give every client a secure, no-login portal to approve milestones, sign quotes, and pay invoices — all without leaving their inbox.