Give every client their own account
Your clients sign in to see upcoming appointments, pay their invoices, accept quotes and request new work - day or night, without calling the office.
Everything about their home, in one place
Clients sign in with a one-time code sent to their email or phone - no password to forget. They land on their next appointment, what they owe, and anything you've recommended for their home.
- Next appointment front and centre
- Invoices to pay and a full history, with statements
- Their addresses, contact details and access notes, kept up to date by them
Upcoming visits they can manage themselves
Clients see upcoming and past visits, including ones still waiting for a time. They can move a visit to another free slot or cancel within the notice you set - and see the photos from visits already done.
- Upcoming, past and to-be-confirmed visits
- Reschedule to real available times
- Cancel within your cutoff
- Photos and recommendations from each visit
Pay, approve and request new work
Invoices are paid by card or Interac in a couple of taps, quotes are signed and accepted with a deposit if you ask for one, and new work starts with a request that lands straight in your inbox.
- Pay invoices and deposits online
- Sign and accept quotes
- Request a service with a preferred date and time of day
- Refer friends and earn credit, if you switch it on
Client portal, feature by feature
Each one shows the plan it comes with. Compare plans.
Code sign-in
A one-time code by email or text - no passwords for clients to manage.
Client home
Next appointment, invoices to pay and recommendations at a glance.
Upcoming and past appointments
Every visit, including ones waiting for a confirmed time.
Reschedule and cancel
Clients move visits to free times or cancel within your cutoff.
Visit photos
Photos from finished visits, shared with the client.
Invoices and statements
What's owed, what's paid, and a statement on request.
Pay online
Card payments and autopay for invoices and deposits.
Accept quotes
Review, sign and accept - with a deposit when you ask for one.
Request a service
Pick a service, a preferred date and a time of day.
Book online
New and returning clients book a free time themselves.
Shared documents
Files you share from the client's record - warranties, reports, permits.
Profile and addresses
Clients keep their contact details, addresses and access notes current.
Self sign-up
New clients create their own account from your website.
Recommendations for their home
Work you've recommended, with Remind me later or No thanks.
Refer a friend
A personal link and credit toward their invoices.
See it with your own jobs - free
The free plan runs the work for as long as you like. Want to see everything first? There is a 14-day free trial on Fleet, our top plan with every feature - no card needed.