Client portal software
Your customers book a service, see every visit with its photos, approve and sign estimates, pay invoices and message you, in a portal with your name, logo and colors that installs on their phone like an app.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Why customers email and call so much
Customers expect to check a visit, approve a quote or pay a bill from their phone, but most businesses still answer every one of those by phone.
Endless phone calls for status updates
Clients call the office repeatedly asking when a technician will arrive, whether a job is finished, or when their next appointment is scheduled. Each call interrupts your team and slows down real work.
Lost invoices and late payments
Emailed invoices end up in spam folders. Mailed invoices get lost. Clients claim they never received a bill, and your accounts receivable grows while cash flow suffers.
Manual onboarding for every new client
Every new customer requires someone on your team to collect contact details, create a profile, and set up their account. This manual entry introduces typos and delays the first appointment.
How customers self-serve
- 1
Invite a customer or share your link
Invite a customer from their page and they get an email from your business to choose a password. Or put your portal link on your website, so new customers sign themselves up.
- 2
They sign in to your portal
The sign-in page, the emails and the portal show your business name, logo and colors. On a phone they can add it to the home screen, where it opens under your name and logo.
- 3
They book, approve and pay
Customers book a service, ask to move or cancel a visit, accept and sign estimates, pay invoices by card or bank and download them as PDFs, without calling your office.
- 4
You see it in your CRM
Bookings, signed estimates, payments and messages land on the right customer, job and invoice, so your office sees them without retyping anything.
What customers see in the portal
Your brand, not ours
Your logo and business name across the portal, your color on its buttons and links, and invite and password emails sent in your name. Installed on a phone, it opens as your app.
Booking and visit changes
Customers book a service you offer online and ask to reschedule or cancel a visit with a note. Each request reaches your team with the visit attached.
Every visit with its photos
Upcoming and past visits with their date, status and technician, plus the before and after photos your crew took on the job.
Estimates to accept and sign
Customers read the lines, totals and terms, sign to accept or decline with a reason, and pay a deposit when you ask for one.
Invoices, payments and receipts
Open invoices with a way to pay by card or bank, every invoice as a PDF to download, and saved payment methods the customer manages themselves.
Recurring plans
Customers subscribe to your recurring services, like a monthly maintenance plan, and see the status of each plan they hold.
Shared documents
Contracts, reports and warranties you choose to share appear in the customer's documents. Everything else stays private to your team.
Messages and referrals
A message form that reaches your Inbox, and a referral page where customers share their link and see the credit they earned.
What customers ask each trade for
The service businesses that get the most out of this feature, and the specific way each one uses it.
Before and after Client Self-Onboarding Portal
Without it
With Smarfle
Customers email or call for every invoice / receipt / status
Self-serve portal cuts office call volume sharply
Branded as 'Smarfle' to the customer
Branded with the business's logo, colors, and domain
A real branded client portal
See how the client portal looks for a residential HVAC customer with active work orders, invoices, and a maintenance subscription.
2 active
Open Jobs
450.00
Outstanding Balance
8 total
Completed Jobs
- Scheduled
AC Unit Inspection
Scheduled for April 3 at 10:00 AM with Mike T.
- In Progress
Duct Cleaning (Upstairs)
In progress since March 28 with Sarah K.
- Completed
Furnace Tune-Up
Completed on March 15. 4 photos attached
Portal questions
How do clients access the portal?
Can clients see all work orders or only their own?
How do client payments through the portal work?
Is the client portal available on all plans?
What the portal costs
all
Self-Service Client Experience
The client portal with self-registration, job tracking, invoice payments, subscriptions, and messaging is included on every plan.
Included on every plan
View all plansWhat the portal draws on
Smarfle against answering the phone
See how Smarfle's approach compares with the tools businesses commonly evaluate alongside us.
Ready to try Client Self-Onboarding Portal?
Start your 14-day free trial. No credit card required.