Customer Portal
Self-service portal for your customers — bookings, payments, and communication
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Portal tabs
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Online payments
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Self-service booking
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Equipment tracking
SyncHQ Pro customer portal gives your customers a branded self-service experience. They can book services, view job status, pay invoices online, track their equipment, view documents, and communicate with your team — all without calling your office.
Why Teams Love This Feature
Self-Service Booking
Customers request appointments through your branded portal — choose a time slot, describe the issue, and submit.
Online Invoice Payment
Pay outstanding invoices directly from the portal via Stripe or Razorpay — no phone calls needed.
Equipment & Warranty
Customers see their registered equipment with warranty details and maintenance history.
Communication Hub
View all communication history, leave reviews, and access shared documents from one place.
Powerful Features Built for Service Management
Booking & Scheduling
Let customers request services without calling.
Available time slot selection
Service type and description form
Booking confirmation with number
Status tracking (pending/confirmed/completed)
Automatic SMS/email confirmations
Invoice & Payment
Transparent billing and easy payment.
View all invoices and payment history
Pay online via Stripe or Razorpay
Download PDF invoices
Payment receipt confirmation
Outstanding balance visibility
Equipment & Documents
Access equipment records and shared documents.
Equipment list with warranty tracking
Maintenance history per equipment
Shared documents and reports
File download access
Company-branded portal header
Communication & Reviews
Stay connected and provide feedback.
Communication history timeline
Submit and view service reviews
Star rating system
Direct messaging capability
Notification preferences
Frequently Asked Questions
How do customers access the portal?
Customers receive a secure access token link via email or SMS. They can bookmark it for future access. The portal is branded with your company name and logo.
Can customers pay invoices online?
Yes. Outstanding invoices appear in the portal with a "Pay Now" button. Customers can pay via Stripe (cards, ACH) or Razorpay (UPI, net banking, wallets) depending on your configuration.
Is the portal mobile-friendly?
Yes. The customer portal is fully responsive and works on phones, tablets, and desktops. Customers can book, pay, and communicate from any device.
Can I customize the portal branding?
Yes. The portal displays your company name, logo, and contact information. It provides a professional, branded experience for your customers.
Related Features
Explore other features that work great with Customer Portal
Smart Scheduling & Dispatch
Schedule jobs, dispatch technicians, and optimize routes — all in one view
Customer Relationship Management
A complete 360-degree view of every customer — history, bookings, and communication
Invoicing & Payments
Create invoices, collect payments, and sync with QuickBooks — all in one flow
Ready to Try Customer Portal?
All features included. No credit card required. 30-day free trial.*