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Client Portal
Impress your customers with a one-stop shop to view their inbox, pay in bulk, and book a new job.
View past and upcoming services
One place for all your customers needs
Experience convenience with our revamped Client portal, allowing your client to easily view upcoming and past appointments. Stay organized and keep track of your jobs and payment history all in one centralized location.
Bulk purchasing
Get paid now and in advance
Send your customers professionally designed estimates and invoices with a link to their client portal where they can view, approve, sign, and pay their balance in one place. Increase your revenue by allowing your customer to pay for your services individually or in bulk.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
Explore more tools for your business
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is the Workiz Client Portal?
The Workiz Client Portal is a central hub from where your customers can view and approve estimates, pay invoices, approve jobs, and manage upcoming appointment bookings all from one secure link.
It gives customers a clean, professional place to see their jobs, sign open estimates and make online payments via credit card, ACH or consumer financing. Payments and signed estimates are immediately reflected back in your Workiz account.
How does the Client Portal help my business?
The Workiz Client Portal streamlines your business by allowing customers to view, manage, and pay for services in one centralized hub. By providing 24/7 access to estimates, sales proposals, and invoices, clients can instantly accept and sign estimates and sales proposals online, making approvals easier to win and reducing office phone calls. The portal eliminates the need for manual paperwork like printing and scanning.
The client portal is also great for your cash flow as it lets clients pay deposits or full balances before you arrive on-site. It offers total payment flexibility, supporting credit and debit cards, ACH bank transfers, Google Pay, Apple Pay, and consumer financing.
What can customers do in the portal?
Clients can:
- View and approve estimates and sales proposals
- Pay invoices and deposits online via credit and debit cards, ACH bank transfers, Google Pay, Apple Pay, and consumer financing
- Review job history
- See upcoming appointments
- Access documents, pictures, and service plans
- See their service history
Is the portal branded with my business info?
Yes.
The Client Portal includes your business name, logo, and contact info so your customers feel like they are dealing directly with your team. It’s a clean, modern experience that makes you look professional.
Do clients need to download an app?
No downloads or logins required.
Clients receive a secure link by text or email, and can access the portal instantly from any device.
Can I choose what the client sees in their portal?
Yes.
You can control which documents, jobs, invoices, or plans are shared with the customer. You can change your settings at any time from inside your Workiz account.
Does the Client Portal work with other Workiz features?
Yes.
The portal shows customers information from estimates, jobs, invoices, sales proposals, and service plans. Whenever any of these are created or updated, the permitted information is reflected in the client’s portal in real time.
Is this feature mobile-friendly?
Yes. Clients can easily use all features of the Client Portal from their phones or tablets.
