The Customer Portal

The portal is deliberately small. Every extra button is a support call.

A customer logs in and sees five things: their service history, their upcoming appointments, their open and paid invoices, a button to report a problem, and a button to request work. That is it. There is no dashboard, no settings page, and nothing to configure.

We tune the layout to your trade. A pool service customer cares about the route schedule and the chemical log. A building maintenance client cares about work orders by location. A residential HVAC customer cares about equipment, warranty dates, and when the next tune-up is due. We build the version that matches what your customers actually ask about.

Every completed job appears with the date, the tech, what was done, and what it cost.

For customers with equipment, we attach the equipment record: model, serial, install date, warranty expiration, and every visit tied to that unit. For customers with multiple properties, the history splits by address so a property manager is not scrolling through six buildings to find one.

Photos and notes from the field carry through when your techs capture them. If a tech photographs a corroded fitting or a failed capacitor, the customer can see it. That single feature cuts more billing disputes than anything else in the portal.

Commercial clients ask for service records at renewal time and at audit time. When they can pull those themselves, you stop spending an afternoon assembling a PDF.

The issue report is a short form. Which property, what is wrong, how urgent, and a place to attach a photo or a short video.

That report does not land in an inbox. It lands in your job system as a new item with the customer, the address, and the history already attached, so whoever triages it is not starting from a blank screen. The customer gets a confirmation and a status they can check.

The photo attachment is worth more than it sounds. A customer describing a noise is guesswork. A customer sending fifteen seconds of video means your tech rolls with the right part on the truck.

Online booking is where most portals go wrong. They either let anyone book anything at any time, which wrecks your schedule, or they are so restricted that nobody uses them.

We set the rules with you. You decide which job types can be booked online, how far out the window opens, how many of each type can land in a day, and which slots stay held for emergency work. Anything outside those rules becomes a request rather than a booking, and your office confirms it.

Existing customers book. Their address, equipment, and history are already there, so there is no form to fill in and no transcription error. If you also want a public request form for new customers, we can build that as part of the module.

Open invoices appear with a pay button. The customer pays by card or bank transfer, and the payment posts back so your records stay current without anyone keying it in.

Paid invoices stay in the history and can be downloaded, which handles the "can you resend that receipt" call permanently.

You can turn on automatic reminders on the schedule you choose. Most shops run one at the due date and one a week after. The reminder links straight to the payment screen, which is the difference between a reminder that works and one that gets ignored.

If you want to see what this does to your aging, the Owner Dashboard is the module that measures it.

For anything recurring, the portal handles the nudge. Filter changes, seasonal tune-ups, quarterly pest service, annual dryer vent cleaning, pool openings and closings. The reminder goes out on your schedule and includes a one-click way to book it.

Recurring revenue is the most valuable revenue in a service business and it is the easiest to lose to simple forgetting. Automating the reminder is the cheapest retention work available to you.

After a job closes, the customer gets a short rating prompt. One to five, plus an optional comment. Ratings roll up so you can see them by tech and by job type. High ratings can route to a public review request. Low ratings route to you first, which gives you a chance to fix the problem before it becomes a one-star review that sits on your listing for three years.

The portal runs on your domain, in your colors, with your logo and your language. Emails from it come from your address. Nothing in the customer experience says MinnSight.

Your customers should believe your company built this. As far as they are concerned, you did. We are the shop behind it.

This is the honest prerequisite, and it is the reason we do not sell this module to everyone who asks.

The Customer Portal needs a working CRM and billing setup underneath it. It has to pull from a real customer record and a real invoice record, and it has to push bookings and issue reports back into something that schedules them. If your customer list is spread across a phone, a notebook, and three spreadsheets, and your invoicing happens in a Word template, there is nothing for the portal to connect to.

If that describes you, two paths work. Start with Spreadsheet Rescue to get your customer and job records into a real structure, or go straight to a full North Star build, which includes the CRM and billing layer.

Bring your current setup to the audit and we will tell you which path is shorter. We will not sell you a portal that has nothing to stand on.

The build fee and the flat monthly are shown above, and on pricing. Flat monthly, regardless of how many customers use it. A shop with 80 customers and a shop with 2,400 pay the same.

The monthly covers hosting, support, and changes as your service mix changes. If you move up to a full North Star system later, the build fee credits against it.

The free audit takes a few minutes and needs no meeting. Tell us how you handle customers and billing today, and we will send back a written answer on whether the portal will connect cleanly to what you have, or whether you should build the foundation first.

Straight answer either way.