Client Portal (Portal/App)

Summary:

• We're proposing a client portal where your customers can pay invoices, request quotes, and book jobs seamlessly at any time.

Intended Outcome:

• To make it easier for your chosen customers to interact with your services and manage their requests.

How Will It Work?

• Customers can access features like Web Quote, Web Invoice, and Book Job.

• You can set specific access levels for each customer.

• Payments are made securely with Stripe integration, and the portal connects with other modules of the Formitize app.

• Users can choose between light and dark viewing modes.

• View Photos