Give Your Customers a Simple Client Portal

Let customers view jobs, invoices, documents, and updates online — without emails or calls.

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No credit card required
14-day free trial

Complete Job Transparency

Empower your clients with real-time information. No more "Where is my technician?" calls.

  • View upcoming and completed jobs history
  • Check real-time job status and visit details
  • See assigned technician profile and arrival times

Frictionless Invoicing & Payments

Get paid faster by making it easy for customers to settle bills. Remove the friction from your cash flow.

  • View and approve invoices online instantly
  • Download professional PDF invoices
  • Pay securely via credit card or bank transfer

Centralized Document Hub

Keep a permanent record of all work performed. Customers can access history anytime.

  • Access job-specific documents and compliance reports
  • Download safety certificates and warranties
  • View before/after photos and attachments in high definition

Automated Communication

Keep customers in the loop without lifting a finger. Send updates exactly when they happen.

  • Receive automatic job status updates via email & SMS
  • View visit confirmations and appointment reminders
  • Significantly reduce administrative phone calls and emails

No App download required

No app installation required. Customers simply login via their browser on desktop or mobile.

Calendar scheduling

Fewer Calls

Customers self-serve answers, reducing your office workload.

Calendar scheduling

Faster Payments

Instant online payments mean improved cash flow.

Calendar scheduling

Professional Image

Impress clients with a modern, branded digital experience.

Calendar scheduling

Clear Visibility

Build trust through complete transparency of operations.

A Simple Client Portal for Your Customers

Let customers view jobs, invoices, documents, and updates from one place.

Start Free Trial Book a Demo

Complete Job Transparency

Pain-Free Payments

Get paid faster with instant online payments. Customers can view history and download receipts instantly.

View invoices online
Download invoice PDFs
Pay invoices securely

Documents on Demand

Documents on demand

Access job documents, reports, and photos instantly without searching through emails.

Compliance Reports Photos Warranties Invoices

Stay in the Loop

Stay in the loop

Receive automatic updates via SMS and Email. Drastically reduce inbound phone calls about arrival times.

No App Download Required

Your customers can access the portal directly from any mobile or desktop browser via a secure link.

Simple secure login with magic links

Better Experience

Modern & Professional

Faster Payments

Instant online settlement

Less Admin

Fewer calls & emails

Job Visibility

Build trust with transparency

Frequently Asked Questions

What is the Client Portal?
A Setjob portal where your customers can access their own information, so they can check on their work without calling or emailing you.
What can customers see in the portal?
Customers can see the information you choose to share with them, such as their jobs and invoices.
Can customers pay online?
Customers can settle invoices online where online payments are set up on your account.
How do customers get access?
You give customers access to their Setjob portal. Book a demo to see how it is set up.