What we buildCustomer portal

A login for your customers.

Customers stop calling to ask where things stand. They sign in, see their own jobs, approve the quote, sign, pay and send photos, all under your name and your logo.

Example screen

Your week

How your week changes

Your customers’ own screen, in your name, fed by the same system your office uses.

Your week, today

  1. 01Today: A customer calls to ask where their job is.With it: They open the link and see it, with what happens next.
  2. 02Today: A quote sits in an inbox for two weeks.With it: It’s approved and signed from a phone, often the same day.
  3. 03Today: Photos and documents arrive by text, email and hand.With it: They go onto the job, and everyone who needs them can see them.
  4. 04Today: Every invoice means a follow up call.With it: It’s paid from the same screen as the job it’s for.
  5. 05Today: Each customer’s history is spread across the office.With it: They see their own history, and so do you, in one place.
What it’s worth

What it’s worth to you

Your numbers, not ours. Move them and the math updates.

Move these to match your company

Back in your pocket, every year

$3,750

Office hours back
$3,750

Only the update calls are counted. Quotes approved sooner and invoices paid from the same screen are left out.

Get your real number
What gets built

What gets built, and what it replaces

  1. 01

    Their jobs

    Each job with where it stands, who’s on it, the next date and what’s waiting on them.

    ReplacesStatus calls and texts

  2. 02

    Quotes to approve

    Options to choose between, a signature, and the deposit taken in the same step.

    ReplacesPDF quotes by email

  3. 03

    Invoices and payments

    What’s owed, what’s paid, receipts, and a saved card if they want one.

    ReplacesPaper invoices and chasing

  4. 04

    Files and photos

    Plans, photos, warranties and documents, kept with the job they belong to.

    ReplacesAttachments lost in an inbox

  5. Connects to what you already use

    StripeSquareQuickBooksGmailGoogle Drive
Ideas, not a menu

Where it can go next

A few we’d build on top, each shown working. New ideas come in every week, and most start as one sentence from an owner.

Photos from the customerIdea
  1. 1A customer has a problemAt home, on a Sunday
  2. 2They add photos to the job from the linkNo app, no account to make
  3. ✓Whoever goes already knows what to bringOne trip instead of two
Questions

Questions owners ask

Will my customers actually use it?

They don’t download anything. A text with a link opens their job, and it remembers them next time. Anyone who prefers email still gets email.

Can one customer see another customer’s work?

No. Each customer sees their own jobs and nothing else. A company with several people gets a login for each, and you choose what each one sees.

Can it match our brand?

Yes. Your logo, colours and address. It reads as yours because it is.

What do my customers need to sign in?

Their phone number or email. A code arrives by text or email, so there’s no password for them to forget.

See what your customers would sign into

Twenty minutes on the phone. Tell us the three questions customers call about most, and we will show you where they would answer them themselves.

Who you’re talking to

Braxton Bogenschutz

Writing software since he was seven. The person who scopes your build builds it, runs it, and answers the phone.