💡 Tech & InnovationModerateAlso: client portal, online account, self-service portal
Customer Portal
Definition
A customer portal is a secure online page where clients can view job status, approve estimates, sign documents, make payments, and access service history without calling or emailing.
Common Questions
Real-World Example
A homeowner receives a link, logs in, reviews the itemized estimate, approves it, and pays the deposit — all without a phone call.
Why It Matters
Customer portals reduce admin work and position a contractor as tech-forward.
Related Terms
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CRM (Customer Relationship Management)
💡A CRM is software that organizes and manages all business interactions with customers and leads — st...
Digital Work Order
💡A digital work order is an electronic version of a paper job ticket containing job description, cust...
Automated Follow-Up
Automated follow-up sends pre-written emails or texts to customers at scheduled intervals — quote fo...