Introducing the Customer Portal: Self-Service for Your Clients

Your customers want to do business on their own terms—reviewing quotes at midnight, paying invoices on Sunday morning, or checking their service history without calling your office. Today we're launching the Customer Portal to make all of that possible.

What Is the Customer Portal?

The Customer Portal is a branded, secure online space where your customers can manage their entire relationship with your company. No app download required—it works in any web browser on any device.

What Customers Can Do

• View and approve quotes: Customers receive a link, review the detailed quote, and approve with one click
• Pay invoices online: Credit card, ACH, or Apple Pay—whatever's easiest for them
• View service history: Every job you've done for them, with dates, descriptions, and photos
• Request new service: Submit a service request directly through the portal
• View upcoming appointments: See what's scheduled and when your crew will arrive
• Download receipts: Access payment receipts and invoices anytime for their records

"Our customers love the portal. We've seen a 40% reduction in phone calls about invoice status and appointment times. That frees up our office staff to focus on selling." — Jennifer M., Elite Property Services

Benefits for Your Business

The Customer Portal isn't just convenient for customers—it's a game-changer for your operations:

• Faster payments: Customers who can pay online pay 60% faster on average
• Fewer phone calls: Most status inquiries are handled through self-service
• Higher approval rates: Quotes approved through the portal close 25% faster
• Professional image: A branded portal sets you apart from competitors
• Repeat business: Easy service requests encourage customers to come back

Your Brand, Your Portal

The Customer Portal is automatically branded with your company logo and colors. Your customers see your brand, not ours. It looks and feels like a natural extension of your business.

Getting Started

The Customer Portal is available now on all Pro and Business plans. There's nothing to set up—it's already active. When you send a quote or invoice through Biddesk, your customer automatically gets access to the portal.

Not a Biddesk customer yet? Start your free 14-day trial and give your customers the self-service experience they expect.