They stop calling to ask when you are coming
A page with your name on it, opened from a link in a text. Next visit and the window for it, what you did last time, the photographs, the invoice, and a button to pay it.
No password, because a password is a support call
Your customer taps the link in your email or text and they are in. There is nothing to remember, nothing to reset, and no phone call to your office because somebody cannot get into the thing you sent them. If they ask you to stop emailing, that is honored the first time and permanently.
A link, not an account
The link in the message signs them in. No sign-up, no password, no help desk.
Reminders and confirmations go out
Arrival notices, quote follow-ups and invoice reminders leave by email and text on the schedule you set, in your business hours.
Stop means stop
One tap unsubscribes them, and the system holds itself back if too many people are opting out — because a business that annoys its customers should find out from the software, not from the customers.
A window, not 'sometime Wednesday'
They see the next visit and the hours it will land in, and the window narrows as the crew works through the morning. A month view shows everything that is coming, so the fence contractor and the party on Saturday are somebody else's problem to arrange around.
The window tightens as the day goes
It starts as a morning and becomes an hour as the crew moves through the run.
The month, at a glance
Every visit booked at their property, with what is being done at each one.
And what they are waiting on you for
Open questions, quotes not answered and requests you have not got to are on the same screen, so nobody has to chase you to find out.
The record of their property, as much as you want them to see
You choose what they can look at: the visits, the photographs, the drawings, what is under warranty, the documents worth keeping. It stays with the property, so it outlives the crew leader who knew it and the season it happened in.
Their address, their history
Recent visits, the photographs from them, and the documents you decided to share. Nothing about anybody else.
The drawing of the work
The design you proposed and the one they chose, with the dimensions on it, in the same place as everything else.
You decide what is visible
Per property, per document. What you do not share, they do not see.
Two options, compared on a phone, signed with a finger
Send the good one and the better one. They put them side by side on the phone in the kitchen, pick one, and sign it with their name. No printing, no scanning, no waiting for somebody to find a working printer on a Sunday.
Side by side, on the phone
What each option includes and what each option costs, in a form somebody reads standing up.
Signed and kept
Their signature stays attached to the quote they signed, so there is no argument later about which version was agreed.
Nothing to install
No account with a document company, no forwarding it to a spouse who cannot open it.
They can ask without ringing you
Skip next week, move the visit, pause for the winter, change the gate code because the last one got out. The request lands in one queue with the property attached and an approve or decline next to it. You deal with fifteen of them in five minutes instead of taking fifteen phone calls.
The things they always phone about
Skip this one, move it, pause the service, new gate code. All of it without you picking up.
One queue, not four inboxes
Every request in one list, each with the property and the history beside it, each with a button.
Each customer sees only themselves
One customer's portal cannot reach another customer's anything. That is enforced in the database, not by a filter somebody remembered.
Keep looking around
Put the whole thing in one place
No card required. Unlimited seats on every plan.