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Software for home services

Client portal for home services

Home service companies know this one well: invoices go out days after the job and get paid late. The client portal handles it for you, between call-outs, estimates and invoicing. A private portal where your clients see their documents, status and messages.

The problems it takes off your list

Invoices go out days after the job and get paid late. Nobody at a small HVAC business with two techs and an office manager signed up for that part of the job, and the client portal handles it.

What it looks like in practice

Say you run a small HVAC business with two techs and an office manager. A customer logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.

How it works for home services

Step by step, this is what the client portal does with your homeowners.

  1. We decide what clients should see and do.
  2. I build a login with status, documents and messages.
  3. It connects to Jobber.
  4. Notifications go out when something changes.
  5. You get it deployed and own the code.

Tools it connects to

For home service companies, I usually connect it to Jobber, Housecall Pro and ServiceTitan. It runs on Next.js, Supabase and n8n behind the scenes.

  • Jobber
  • Housecall Pro
  • ServiceTitan

Questions from home service companies

Does the client portal work with Jobber?

Often, yes. Before building the client portal I check your Jobber account and plan, because some features depend on API access. If there's a gap for your home services setup, you'll know before you pay anything.

What does the client portal cost to run each month?

Setup for the client portal starts at $1,200 while the launch offer is on, for home service companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.

Can I change how it works later?

Yes. The client portal keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your homeowners, message me and I'll quote it first.

Want this for your home services business?

Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

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