MinMax Pro / Client Portal
Client Portal Software Under Your Own Name
One place, under your logo, where customers approve quotes, pay, find documents and message your office. It works on a phone, and they sign in from an email link, with no password to forget.
What Your Customers Can Do
What Customers Can Do Without Calling
Each one is a call your office no longer has to take.
Approve Quotes
Accept or decline. Accepted work goes straight to your schedule.
Pay Invoices
See what is owed and what is paid, and pay by card.
See Their History
Every upcoming and past visit or project, in one place.
Open Documents
Contracts, reports and signed copies, any time.
Message Your Office
One thread per customer, not scattered across inboxes.
Request Work
Ask for service without calling, and keep their details current.
Why It Matters to You
Less Time Answering the Same Questions
- Customers find the answer themselves. "Did my payment go through?" and "When are you coming?" are on their screen.
- One conversation per customer. Whoever answers sees the whole history.
- Each customer sees only their own. Checked on every request, not just hidden on the screen.
- Made for a phone. Built and tested at phone width.
Questions
Common Questions
Do my customers need a password?
Will the portal show my branding?
Is the client portal an extra cost?
Can customers see each other's information?
Easier to Click Than to Read About
The first 30 days are free, nothing is charged until the trial ends, and there is no long-term contract. The demo workspace already has sample customers, jobs and invoices in it, with nothing to fill out.