Customer Portal
Give customers self-service without the phone calls.
A branded portal with your logo and colors. Customers log in, see their history, approve work, and pay invoices at midnight if they want to — no call needed.
How it works
Your customers want self-service. Give it to them.
Customers get a login link
After their first job, customers receive an invitation to their portal. Login is passwordless — just a magic link to their email.
They manage their account
View past jobs, approve pending estimates, download invoices, and submit service requests — all from any device, any time.
You see everything in ServBuilder
Every customer action — approval, payment, request — flows directly into your dashboard. No manual entry and no missed requests.
Results
What you get with Customer Portal
Fewer inbound phone calls
Portal with your logo and colors
Customer self-service availability
What's included
- Included in all plans
- Mobile app access (iOS & Android)
- Unlimited usage — no per-job fees
- Real-time sync across devices
- Setup support from ServBuilder team
- Regular feature updates at no extra cost
Reduce calls and improve customer satisfaction
Start your free 14-day trial and use Customer Portal with your own data — no credit card required.
No credit card required · Setup in 15 minutes · Cancel anytime