Your customers see where things stand without calling you.

No, the customer portal is a web page. You invite a customer by email, they set a password and log in from their browser. An administrator on their side can invite colleagues, and you can take access away again whenever you want.

Customers submit and follow service requests, open their work orders, quotes, invoices and contracts, sign quotes and fill in forms you send them. They also see their own equipment and where it sits on the floor plan. You decide who gets an invitation.

Yes, a service request from a customer lands in your service requests list, where you triage it and convert it into a work order. The customer follows its status in the portal without calling you, and can get automatic emails about it.

Yes, when online payment is switched on for your company, a customer opens an open invoice in the portal and pays it there. The portal follows the payment until it is confirmed, and the invoice then shows as paid. If a payment fails, the customer can try again.

Yes, for the appointment types you open to customers. A customer books straight from the portal and the booking shows up in your bookings list. Public booking pages work the same way for people who are not customers yet, and their bookings land in the same list.