Self-serve customer portal — no password, no app install

Magic-link access with configurable TTL (1-30 days, default 7). Admin can Resend or Revoke at any time. 5-tab self-serve experience: invoices, estimates, jobs, statements, profile. Single-use tokens audited per access.

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1–30

Days configurable TTL

Default TTL (days)

Self-serve tabs

Languages

Why customers love it

No password to remember

Click the link in their email. Auto-signed in. Works on phone, tablet, desktop. Zero "forgot password" tickets.

Configurable TTL

1 to 30 days per workspace. Default 7. High-security tenants use 1 day; convenience-first tenants use 30. Admin controls.

Resend / Revoke admin

Customer lost the link? Resend in one click. Suspected misuse? Revoke immediately — link dead.

What the portal includes

Invoices tabOutstanding + paid + downloadable PDF; one-tap pay.

Estimates tabPending acceptance with one-click Approve / Reject.

Jobs tabUpcoming + completed with photos and notes.

Statements tabRunning-balance customer statement; PDF / CSV export.

Profile tabContact info, communication preferences, language (6 locales).

Single-use tokensEach link is single-use; expired tokens cannot be re-used.

Audit logEvery access recorded — user, IP hash, timestamp.

Tenant brandingCustom logo, colors, custom domain (white-label).

Give customers a portal they'll actually use

Magic-link makes adoption easy. No app, no password, just clicks.

Request early access Book demo