Customer Portal
One link your customers will love
Your logo, your colors, no login, no app to download. Your customer gets one link for the whole project — and you stop chasing them across phone, text, and email.
The branded portal
It looks like your company because it is your company — pick your accent color, drop in your logo, and every quote link you send carries your brand, not ours.
Sunrise Blinds Co.
Quote #1042 · $554
Your logo · your colors · no login
Quotes they can act on
View, comment, compare options, and sign — from their couch, on their phone.
Questions in-thread
Comments live on the quote, not buried in a text thread from last Tuesday.
Appointments in the same place
You schedule the measure or install; they see it, get the confirmation, and never have to ask “when was that again?”
Invoices, right there
When the job's done, the invoice shows up at the same link they already know.
From quote to “Payment successful ✓”
Stripe-powered checkout for deposits or balances, any time of day. The receipt sends itself.
Sunrise Blinds Co.
Your project portal
Quote #1042 · $554
SignedRoller Shade — 36 × 48 · Motorized
Cellular Shade — 24 × 36
Install: Thu, Jun 18 · 2:00 pm
Confirmed — reminder set
Invoice #208 · $554
Paid ✓- 1
Quote received
Your customer taps one link — no login, no app. The quote is branded with your logo and colors.
- 2
Signed on the spot
They review line items, ask questions in-thread, and sign with a finger. The deposit gets collected the same minute.
- 3
Appointment confirmed
You schedule the install; the confirmation reaches them automatically and the appointment shows up right in their portal.
- 4
Invoice — same link
When the job's done, the invoice shows up in the same place. No new emails to dig through.
- 5
Paid, 24/7
Card or bank, day or night. The receipt sends itself, and you see it the moment it lands.
Quote received
Your customer taps one link — no login, no app. The quote is branded with your logo and colors.
Signed on the spot
They review line items, ask questions in-thread, and sign with a finger. The deposit gets collected the same minute.
Appointment confirmed
You schedule the install; the confirmation reaches them automatically and the appointment shows up right in their portal.
Invoice — same link
When the job's done, the invoice shows up in the same place. No new emails to dig through.
Paid, 24/7
Card or bank, day or night. The receipt sends itself, and you see it the moment it lands.
Sunrise Blinds Co.
Your project portal
Quote #1042 · $554
Awaiting signatureRoller Shade — 36 × 48 · Motorized
Cellular Shade — 24 × 36
Install: Thu, Jun 18 · 2:00 pm
Scheduling in progress
Invoice #208 · $554
DueSend one link. Watch it come back signed.
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