Client portals + two-way texting

Every message, on the right job.

Give each job one simple customer portal for quotes, schedules, arrival updates, conversations and payments. Homeowners get a link — not another app or password.

See both sides of a customer conversation Start free

The client portal is included on every base plan. It is a private per-job link rather than a homeowner account; texts are ordinary SMS the homeowner can stop by replying STOP, and card payments are handled by Stripe.

ExampleThe job record on the contractor’s side. The conversation is part of the record, not a separate inbox.

Dana WhitfieldJOB-2418Water heater replacement · 118 Ridgeline Dr

Quote: $1,240.00 · approved Tue
Scheduled: Thu, 8:00–9:00 AM
Arrival update: Sent 7:58 AM, revised 8:22 AM
Crew: Marcus T.
Balance: Paid Thu, 3:06 PM

Messages · 11 in this thread2 new

Invented customer and invented amounts, shown to explain the layout.

Two-way textingReplies stay connected to the right job.A unique job portalOne customer view for every project.Quote to paymentApprovals, schedule, updates and money together.No app, no passwordA homeowner opens a link. Nothing to download or sign into.

Communication that doesn’t drift

Stop making customers hunt through old texts and emails.

The portal becomes the homeowner’s clear source of truth. Your team can text naturally while the important job details remain organized behind the conversation.

Every reply lands on the job

The conversation sits beside the customer, the property, the quote and the schedule — so the owner, the office and the crew see the same history without asking the homeowner to repeat it.

The homeowner has one page

A private job link puts the current quote, the arrival window, the updates and the balance in one place. Are we still on for Thursday, what did I approve, what do I owe — all three are already answered there.

The next action has a place to happen

Approval, scheduling, arrival updates and payment each happen on the record rather than in somebody’s inbox, so finishing one moves the job rather than creating an errand.

BUILT INTO THE WORKFLOW

One job record for your team. One clear experience for the homeowner.

Create the job record

The qualified lead becomes one connected project.

Send the portal link

The homeowner receives their job-specific customer view.

Text through the work

Messages and important updates remain connected.

Finish in the same place

Final details, payment and follow-up close the loop.

The same job, from both sides

The thread the crew sees. The page the homeowner sees.

Both panels below are Dana Whitfield’s water heater replacement at 118 Ridgeline Dr — job JOB-2418, the same record shown in the hero. The link the homeowner taps in the thread on the left opens the page on the right, so the quote they approved, the arrival window that moved and the balance they paid are never in a different place than the conversation about them.

ExampleThe text thread, as Ridgeline Plumbing sees it.

Dana WhitfieldWater heater replacement · 118 Ridgeline DrJOB-2418

Tuesday

Ridgeline Plumbing9:12 AM

Your quote for the water heater replacement at 118 Ridgeline Dr is ready. Review and approve it here: ridgelineplumbing.com/j/2418

Dana9:31 AM

Approved. Is Thursday still good?

Ridgeline Plumbing9:34 AM

Booked — Thursday, 8:00 to 9:00 AM. It’s on your job page with everything else.

• Quote approved · $1,240.00 · e-signed 9:31 AM

View the complete conversation

Wednesday

Dana6:48 PM

Do I need to clear anything out of the utility room first?

Ridgeline Plumbing7:02 PM

Just the shelf beside the tank. Marcus will handle the rest.

Thursday

Ridgeline Plumbing7:58 AMArrival update

Marcus is on the way and should reach you between 8:10 and 8:40 AM. Track the visit here: ridgelineplumbing.com/j/2418

Reply STOP to opt out.

Ridgeline Plumbing8:22 AMArrival update

Running behind — Marcus now expects to reach you between 8:40 and 9:10 AM. Sorry about that.

Dana8:23 AM

No problem — thanks for the heads up.

Ridgeline Plumbing2:41 PMInvoice

The new heater is in and tested. Your final invoice for $1,240.00 is on your job page — pay by card there whenever you’re ready.

Dana3:06 PM

Paid. Thanks Marcus.

• Payment received · $1,240.00 · card ····4242

Arrival texts and the invoice text are sent by the system; the rest are typed. Every one of them stays on this job.

ExampleThe same job in Dana’s portal — the page the link in that thread opens.

Dana WhitfieldWater heater replacement · 118 Ridgeline DrJOB-2418

Ridgeline PlumbingComplete · paid

What’s next: nothing needed from you. Your receipt and the 6-year tank warranty are below.

Job status

Quote approvedTue 9:31 AM · $1,240.00 · e-signed
ScheduledThursday, 8:00–9:00 AM
Marcus on the wayArrival window 8:10–8:40 AM, updated at 8:22 AM to 8:40–9:10 AM. This page changed at the same time the text went out.
Work completeThu 2:38 PM · 40-gallon heater installed and tested
Paid in fullThu 3:06 PM · card ····4242

Your money

Approved quote$1,240.00
Paid Thursday, 3:06 PM−$1,240.00
Balance due$0.00

ReceiptWarrantyMessage Ridgeline Plumbing

No password and no app. The link is job-specific, so it shows this project and nothing else about your business.

Before you send one

The questions a link raises.

If it is a link and not a login, who can open it?

Whoever has the link — which is why each one is 32 random characters, unique to a single job, and impossible to guess or to walk from one job to the next. We store only a hash of it, so it cannot be read back out of the database. It behaves like a private document link rather than a password, and it shows one job: not the customer’s other work, not your other customers.

Can I turn a link off once I have sent it?

Yes, at any time, and it stops working immediately — every page load checks. That covers the two cases that actually happen: a job that ended badly, and a link forwarded somewhere you did not intend.

Does the customer have to sign up, or install anything?

No. No app, no account, no password, nothing to download. They tap the link in your text and the page opens. That is the point of the design: adoption is the thing that kills customer portals, and the only way to win it is to ask for nothing.

Can my crew and office staff see the same conversation?

Yes — the thread is attached to the job, not to whoever’s phone the reply landed on, so anybody on your team looking at that job sees it. Which of them can see customer contact details is a per-person setting.

What happens when a customer replies STOP?

They stop receiving texts from you, immediately and permanently, until they text START. It is enforced before anything sends rather than checked afterwards, and it is per phone number and per business — your opt-out list is yours. Their job page keeps working; STOP ends the texting, not their access to what they paid for.

✦ THE FULL CONTRACTOR SUITE IS READY

Give every job a conversation customers can follow.

Create your site, qualify better leads and run every job from one place.

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