Client portal software for service businesses
Stop answering "where are we on this?" by phone. Run your work on drag-and-drop project boards, then give each customer a private portal where they can follow progress, comment and reply. You decide exactly what they see.
For contractors, service providers and agencies who keep customers updated by email and calls today.
What you get
- Drag-and-drop project boards with stages, assignees, links, images and comments
- A private portal for each customer, with your branding
- You choose exactly what customers can see
- Team notes stay internal, client comments stay visible to the client
- @mentions and notifications so nothing is missed
How do I give customers a portal to see project progress?
Run each job on a project board with stages such as In progress and Done. Share a board with a customer and they get a private portal showing the progress you choose to show. When you move a card from one stage to the next, they see it.
What should a client portal for a service company include?
The basics that matter: a private login for each customer, clear project stages, a place to comment and reply, and full control over what is visible. Reporting Hub includes all four, and shows your own logo, colors and fonts so it feels like your portal.
How can customers comment on a project without emailing us?
They leave a comment right on the card in their portal, and you reply in the same place. Your team is notified when a customer comments, and @mentions make sure the right person sees it. Internal team notes stay separate and are never shown to the customer.
Can I build a client portal without a developer?
Yes. There is nothing to code. Our team sets it up with you, including your branding, then trains your team.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
Request a demo