Customer Portal

Plumbing shops field hundreds of “what’s the status of my job?” and “can I get a copy of my invoice?” calls every month. Every one of those calls ties up a dispatcher who should be selling new work. The customer portal eliminates them.

What customers see when they log in

• Service history — every visit, with date, tech, scope, and photos
• Current jobs — status (quoted / scheduled / in-progress / complete)
• Invoices — downloadable PDFs, payment status
• Maintenance plan — enrollment status, next service date, billing date
• Photos — before/after gallery from every visit
• Documents — warranties, lien waivers, permit copies
• Book new service — direct calendar link to your dispatch

How the portal cuts dispatcher load

• Status questions → self-serve
• Invoice copy requests → self-serve download
• “When’s my next maintenance visit?” → self-serve calendar
• “Where’s my warranty paper?” → self-serve document download
• New service requests → routes directly to dispatch without a phone call

What the portal does for retention

Customers who log into the portal at least once per year retain plan membership at 96% — vs 78% for non-users. The portal becomes a relationship anchor: every time the customer sees their service history with photos, they remember why they trust your shop.

Branding

The portal lives on your domain (portal.yourshop.com), shows your logo, uses your colors, sends emails from your shop email. Customers don’t see “GoHighLevel” anywhere.

Setup

We wire your portal during installation. Customers get auto-issued login credentials when they pay their first invoice. Magic-link login by default — no password to forget.