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.
In depth
What Customer Portal does for your business
Modern customers — especially younger homeowners and commercial property managers — expect self-service options for routine tasks like approving a quote, viewing a service record, or paying an invoice. When these actions require a phone call during business hours, customers feel friction and your office staff spends time on administrative tasks instead of value-added work. ServBuilder's customer portal gives every client a branded, passwordless login where they can do everything they would otherwise call about. They can review their full service history across every visit, approve or decline pending estimates with a single click, download invoices, and pay outstanding balances at any time on any device. New service requests go directly into your dispatch board for review. For pool service, roofing, and general contractor clients who have large ongoing relationships with you, this level of transparency builds trust and reduces the inbound call volume that consumes your office team's day.
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
Built for the trades
Popular industries using Customer Portal
FAQ
Common questions about Customer Portal
Do customers need to download an app to use the portal?
No. The portal opens in any web browser on desktop or mobile — there's nothing to download or install for your customers.
Can customers submit a new service request through the portal?
Yes. New requests submitted through the portal land directly in your dispatch board for review, the same as a request that came in by phone or email.
Is the portal branded with my company's logo, or does it look like ServBuilder?
It's branded with your logo and colors. Customers see your business identity throughout — the ServBuilder platform stays in the background.
What if a customer forgets how to log in — do they need to remember a password?
No password is required. Login uses a passwordless magic link sent to their email, so there's nothing for them to forget or reset.
Related Reading
Guides and insights for customer portal
Reduce calls and improve customer satisfaction
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