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One link for estimates, invoices, payments and trees—no password needed.

Clients tap the link in your text or email to choose optional work, sign estimates, pay invoices by card or ACH, and browse their mapped tree inventory.

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The customer portal is included in every plan, starting with Solo.

Customer portal on a phone showing an estimate with optional work, signature box and tree inventory.
The customer portal on a phone: no account or password required.Example data

How it works

How the portal works for your customer

  1. 1

    Send a direct link by text or email

    Every estimate, invoice or risk report sends a secure, expiring portal link straight to the client.

    Message thread showing the portal link sent to the client.
    Sending the portal link on the client thread.Example data
  2. 2

    Approve estimates and toggle optional work

    The client checks or unchecks optional items, watches the total update live, signs with a finger and approves.

    Estimate with optional items and live total calculation.
    Selecting optional line items with live total calculation.Example data
  3. 3

    Pay invoices online by card or bank transfer

    Completed work shows as an invoice on the same portal, payable in seconds by card or $5-capped ACH.

    Invoice view with online payment status.
    Online invoice and payment receipt.Example data
  4. 4

    Review mapped trees and shared reports

    Property owners see their pinned trees, shared photos and PDF reports while internal crew notes stay hidden.

    Tree inventory details shared with the property owner.
    Mapped tree details shared on the portal.Example data

What you get

Why clients actually use this portal

Zero account creation friction and strict privacy for your internal notes.

  • No username or password to forget

    Direct estimate and invoice links open on the client’s phone in one tap.

    Solo

  • Internal notes and private photos excluded

    Only customer-facing descriptions and photos you explicitly mark to share ever appear in the portal.

    Solo

  • Automatic quote expiration dates

    Expired estimates respect your company’s time zone and prompt the client to request an updated quote.

    Solo

Related workflows

Connected to the customer portal

Estimates and optionsBuild the proposals clients sign in the portal.Read more Invoicing and paymentsCollect card and ACH payments from the portal link.Read more Texting and emailDeliver portal links and log client replies.Read more Tree inventory and mappingShow property owners their mapped trees.Read more

Common questions

Customer portal questions

How this workflow runs day to day in the office and on the truck.

Can a customer see our internal crew notes or hourly costs from their portal link?

Never. The customer portal only displays customer-facing line items and shared photos—internal crew notes, unshared field photos and labor or equipment costs are never exposed.

What happens when an estimate link expires?

After the expiration date (in your company’s time zone), the portal shows that the quote has expired so old prices cannot be approved months later.

Does the homeowner need to download an app or create a password?

No. The portal opens in the browser on any phone, tablet or computer directly from the link in your text message or email.

Can clients download PDF copies of their estimates, invoices and risk reports?

Yes. Every document shared in the customer portal includes a one-tap PDF download formatted with your company logo and contact details.

Get started

Send a portal link to your own phone.

Start a 14-day trial and see how fast a homeowner can approve and pay.

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