Client Portal Software for Plumbers, Electricians, HVAC & Contractors
Give customers 24/7 self-service access to quotes, invoices, and job status - reducing calls and getting paid faster.
- Customers approve quotes instantly
- Get paid 2x faster with online payments
- Reduce "where's my technician" calls
No credit card required. 7-day free trial.
How It Works
Send Quote or Invoice
Create a quote or invoice in JobWright. The customer receives an email with a secure link.
Customer Accesses Portal
They click the link to see their quote, invoice, job status, and history - no login required.
Approve & Pay
Customers approve quotes or pay invoices online. You get notified and jobs update automatically.
Key Capabilities
Everything your customers need in one secure portal
Quote Approval
Customers review and approve quotes online with one click
Online Payments
Accept credit cards, debit cards, and ACH payments securely
Job Status Tracking
Customers see real-time job progress and scheduled dates
Secure Magic Links
No passwords - customers access via secure email links
Customer Messages
Two-way communication linked to jobs and customer records
Branded Experience
Your logo, colors, and company info for a professional look
Mobile Friendly
Customers can access their portal from any device
Bank-Level Security
256-bit SSL encryption and PCI-compliant payment processing
Frequently Asked Questions
Everything you need to know about the client portal
What is a client portal?
A client portal is a secure, private online area where your customers can log in to view their quotes, approve estimates, pay invoices, and check job status 24/7 without needing to call or email you.
How do customers access the portal?
Customers receive a secure magic link via email - no passwords to remember. They click the link to instantly access their portal with all their quotes, invoices, and job information.
Can customers approve quotes through the portal?
Yes! Customers can review quotes, see line item details, and approve estimates with a single click. Approved quotes automatically convert to jobs in your system.
Can customers pay invoices online?
Absolutely. The portal integrates with Stripe for secure online payments. Customers can pay by credit card, debit card, or ACH bank transfer directly from their invoice.
Can customers see job status and updates?
Yes, customers can view real-time job status including scheduled dates, technician assignments, and job progress. They stay informed without calling your office.
Is the portal branded with my company?
Yes, the portal displays your company logo, name, and contact information. Customers see a professional, branded experience that matches your business identity.
Can customers communicate through the portal?
Customers can leave messages and notes on jobs through the portal. These appear in your JobWright dashboard linked to the customer and job for easy tracking.
Is customer data secure?
Yes, JobWright uses bank-level encryption (256-bit SSL) for all data transmission. Customer payment information is handled by PCI-compliant Stripe. Data is stored securely in the cloud.
Can customers view their payment history?
Yes, the portal shows complete invoice and payment history. Customers can download PDF invoices and payment receipts for their records at any time.
How much does the client portal cost?
The client portal is included in JobWright at $99/month with up to 50 users. No extra fees for the portal, no per-customer charges. Unlimited customer access included.
Ready to Empower Your Customers?
Join thousands of trade professionals using JobWright to provide exceptional customer self-service.