Give Your Customers 24/7 Self-Service Access
Your customers expect modern, convenient service. With FreshFSM's client portal, they can view quotes, approve work, track job status, and pay invoices online - anytime, from any device.
How It Works
Send Quote or Invoice
When you send a quote, invoice, or appointment confirmation, customers receive a link to their personalized portal where they can take action.
Customer Clicks Link
Customers access their portal through a secure link, no password or account creation needed. They see their documents, appointments, and payment options immediately.
Review & Approve
Customers review quotes, approve work, pay invoices, and confirm appointments all from one self-service interface on their phone or computer.
You Get Notified
When a customer takes action, like approving a quote or making a payment, you receive an instant notification so you can follow up or schedule the work.
Key Features
Online Quote Approval
Customers review detailed estimates and approve them online with one click. They can request revisions with comments, select optional items, and pay deposits all from the portal.
- Review and approve quotes from any device
- Request revisions with comments for your team to address
- Pay deposits at the time of approval
Real-Time Job Tracking
Customers can see the status of their scheduled jobs and upcoming appointments. They know when work is planned, when a technician is on the way, and when the job is complete.
- View upcoming appointments and scheduled service dates
- See real-time job status: scheduled, in progress, complete
- Receive notifications when technicians are on the way
Invoice & Payment History
Customers access all their invoices and payment history in one place. They can view current invoices, check past payments, and see transaction details for their records.
- View current and past invoices in one organized list
- See payment status for each invoice at a glance
- View payment confirmation and transaction details
Secure Online Payments
Pay invoices directly from the portal with credit card or debit card. Customers can save their payment method for even faster payments on future invoices.
- Pay invoices online with credit or debit card
- Save payment methods for faster future payments
- Secure, PCI-compliant payment processing via Stripe
Service History Access
Customers can look back at past appointments, including dates, completion status, and service notes. They can also submit new service requests directly from the portal when they need additional work.
- View past appointments with dates and completion notes
- Track visit status: scheduled, in progress, completed
- Submit new service requests for additional work
Branded Experience
The client portal carries your company branding, including your logo and business name. Customers interact with a professional, consistent experience that reinforces your brand.
- Your logo and business name on every portal page
- Professional appearance that matches your brand identity
- Consistent experience across quotes, invoices, and appointments
Related Features
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Professional estimate software for contractors and field service businesses. Create accurate quotes on-site, send professional proposals, and convert more leads.
Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.