Product · The client portal
Clients see, pay and message — without phoning the office.
A portal where your clients view and pay invoices, message the office, and hand over what the crew needs before it arrives.
Self-serve
The answers they’d otherwise call about.
Invoices to view and pay, messages that land in the job thread, and the state of their work — in a portal that carries your name, not ours.
- View and pay invoices, by card or e-transfer
- Messages land in the same job thread as everything else
- Their whole history with you, in one place
- Pay Now from the invoice, no login gymnastics
- The office sees the message on the job, instantly
- No more “can you resend that invoice?”
- Your branding, front and centre
Before the crew arrives
The site info, captured while it’s easy.
Gate codes, pets, parking, access notes — collected in the portal before the crew rolls, not discovered at the curb. On Company, clients lay out mood boards and try products on their own photo.
- Site info before the crew arrives — gate codes, pets, parking
- Mood boards — clients and designers lay out products, colours and finishes
- A visualizer on the customer’s own photo
- The crew opens the job knowing what the client knows
- Mood boards keep the decisions where the job is
- The visualizer sells the upgrade for you
- Every portal action lands on the job record
See it on one of your real jobs.
A walkthrough runs your own workflow through Daybook — bring a quote, a messy email thread, or a week of scheduling.
14-day free trial on Crew · no card required