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WebShift Studios

Solution

A customer portal that answers the questions your phone keeps ringing with.

Give customers a place to log in, see where things stand, and take action without calling you.

Where it starts

The problem

When customers can't see what's happening, they call. Every status question, invoice copy, and appointment change lands on your staff. It costs time, and it makes the customer experience feel slower than the work actually is.

What we do about it

Our approach

We build customer portals that give each customer a secure view of their own appointments, jobs, invoices, and status — plus the actions they need most, like requesting service, approving an estimate, or paying an invoice. Sign-in can be passwordless so nobody has to remember another account.

What's included

Common functionality

A starting point, not a fixed feature list. We scope what your business actually needs and leave out what it doesn't.

  • Passwordless or account-based sign-in
  • Appointment and job history
  • Live status of current work
  • Invoices with online payment
  • Estimate review and approval
  • Document and photo sharing
  • Email and SMS notifications on updates

Integrations

Connects with

  • Stripe or PayPal for payments
  • Transactional email and SMS
  • Your CRM or accounting system

Use cases

Where it fits

  • Auto shops sharing repair status and invoices
  • Service companies with recurring appointments
  • Professional firms sharing documents and engagement status
  • Any business fielding daily 'where does it stand?' calls

Questions

Frequently asked

Do customers need to create an account?

Not necessarily. For simple status tracking we often use a private link. For fuller portals we use passwordless sign-in by email so there is no password to forget.

Can the portal connect to software we already use?

Usually, yes. If your existing system has an API we can evaluate syncing customers, jobs, or invoices in either direction.

Need customer portals?

Tell us how this part of your business works today. We'll scope a system that fits it — and connects to everything else.