CrewhandFeatures
A page where every customer can see, pay and manage their service
Each customer gets their own page with their quotes, invoices, jobs and balance, where they can pay, save a card, and manage their plan.
Free for 14 days. No credit card needed.
In short: Every Crewhand customer gets a portal on every plan: their quotes, invoices, jobs, statement and balance; pay by card or bank; save a card for autopay; skip or pause a visit (if you allow it); add a service to the next visit; and ask a question. It also comes with a request-a-quote form for your website and review requests.
What customers can do
- See sent quotes, invoices, jobs, statement and balance
- Pay by card or bank, or save a card for autopay
- Skip the next visit, pause until a date, or restart a plan, the way you allow
- Add a service to their next visit, or ask for service again
Bring in more work
- A request-a-quote form for your website, with optional ballpark prices
- Review requests after the invoice, with a How did we do? check first
- Gift cards and memberships
Set up for Pressure washing, Lawn care and landscaping, HVAC, Plumbing, Cleaning and janitorial, Pest control, Window cleaning companies, and 21 more trades.
Questions
Customer portal: common questions
Do customers need a password?
No. Each customer's portal is a private link you send them.
Can customers skip or pause their own service?
If you allow it. Choose whether a skip or pause happens instantly, comes to you as a request, or isn't offered.
Which Crewhand plans include customer portal?
The customer portal, request-a-quote form and review requests are on every plan.
Works with the rest of Crewhand
Quotes and estimatesOptions, e-signatures, deposits and follow-upsScheduling and dispatchCalendar, dispatch board, routes, bookingInvoicing and online paymentsPay links, autopay, reminders, depositsTimesheets and payrollGPS clock-in, overtime, payrollMileage logTrips matched to jobs, IRS rateJob photos and photo reportsWatermarks, before/after, PDF reports
Try Crewhand free for 14 days
Every feature, no credit card. Add your services, your logo and your crew, and send your first quote today.