No credit card required
JobStaq’s Customer Portals eliminate unnecessary emails and phone calls by giving your customers direct access to the information they need. Whether it’s checking job progress, retrieving documents, or making payments, self-service portals free up your team while keeping customers informed and in control.
Customers can find answers and take action without needing to contact your team, letting your staff focus on delivering quality service.
Customers can accept quotes, schedule services, and pay invoices instantly, helping you complete jobs and receive payments without delays.
Your customer portals will feature your company’s branding, including your logo and color scheme. You can also connect a custom domain (e.g., customers.my-company.com) for a seamless experience. Additionally, you have the option to add custom code to support tracking, live chat widgets, and other integrations to enhance functionality.
Make it easy for potential customers to get in touch. They can submit their contact details, describe the work required, and attach relevant files. Submissions instantly notify your team to ensure you can respond quickly, and all details are in your JobStaq customer database, eliminating the need for manual data re-entry.
Offered as a hosted portal which you can share a link to access, or embeddable directly onto your website for a more seamless integration.
Give customers the ability to book simple, fixed-duration jobs on their own. Configure a list of types of work that can be booked online, with descriptions and pricing details so customers are aware what they're paying for. Once booked, customers receive a calendar link and automated email/SMS confirmations can be configured.
The system prioritises appointment slots that minimize travel time and customers are given time windows instead of fixed times, allowing automatic schedule optimisation across engineers as further changes are made to your schedule.
The booking portal integrates with automatic service reminders, enabling customers to book repeat visits without back-and-forth communication.
Offered as a hosted portal which you can share a link to access, or embeddable directly onto your website for a more seamless integration.
Customers can easily review their quotes, download PDFs - via direct links in communications or through their unified portal. They can accept or reject quotes online, triggering instant notifications to your team. If a quote is rejected, the system captures the reason, giving you the opportunity to revise the quote to try and win their business.
Simplify payments with an online invoice portal. Customers can view invoice details, download PDFs, and pay instantly using integrated options like Stripe (supporting card payments, Apple Pay, and Google Pay) or any method supported by your accounting software. You can control which payment methods are available for each invoice, helping you avoid costly fees on high-value transactions. This streamlines payments and improves cash flow.
Keep customers informed with automated notifications when an engineer is en-route. If you're using our vehicle tracking solution, you can share a live tracking link, allowing customers to monitor the engineer’s location in real time. This reduces missed appointments, ensuring customers are ready when the engineer arrives.
Designed for larger customers, such as agents and landlords managing multiple properties, the unified portal provides a single login to access all portal features in one place. Customers can track in-progress jobs, view scheduled events, and manage quotes and invoices. You have full control over which features they can access.
Additionally, list views allow customers to see all their jobs, appointments, quotes, and invoices at a glance, streamlining their workflow and reducing the need for back-and-forth communication.
No payment details required.