Customer portal Self-serve, secure, 24/7
Approved, payed, rebooked. Without a single phone call.
Give every customer one secure link where they approve quotes, pay invoices and request more work, on any phone, at any hour. Less phone tag for you, faster yeses and faster payments.
14-day free trial. No credit card required.
- Set up in under 15 minutes
- No app for the customer to install
- Secure online payments
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
What your customers can do
Three taps that used to be three phone calls
The portal handles the customer's side of the job, so you don't have to.
Quotes approved in one click
Your customer opens the quote from a text or email, reviews the options and approves or asks for a change. The deposit is collected on the same screen, and the job moves to Scheduled on your board.
- Review, approve or request changes
- Deposit collected at approval
- Your pipeline updates on its own
Seasonal contract, 2 cars$560.00
Walkway, add-on$120.00
Total$680.00
Deposit at approval$100.00
Questions? Chat with Northline
Invoices paid without a reminder call
Balance, payment history and every invoice are available day and night. Customers pay by card or bank transfer, and the receipt stays in the portal.
- Pay by card or bank transfer
- See past invoices and receipts in one place
- Reminders link straight to the invoice
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
Repeat work that requests itself
Customers request a new job right from the portal. You receive it with their file attached, and they get a confirmation when it's booked and a reminder before the visit.
- New work requested without a call
- Seasonal contracts renewed in one tap
- Visit details and history in one place
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
Inside the portal
Everything between you and your customer, in one place
Customers love it because nothing gets lost. You'll love it because the phone stops ringing.
“Since we started using Plannit, our customer service has improved. Every client feels unique and important, recognized among all the others.”
QuotesView, approve, request changes
Options and prices laid out clearly. One click to approve, one to ask for a change, and the answer lands in your message centre.
AppointmentsNext visit and past visits
The date, the crew and what's planned, plus the report and photos from last time.
Invoices and paymentsBalance, history, pay now
Secure payment by card or bank transfer, receipts on file, and reminders that link straight to the invoice.
MessagesThe whole conversation
Every message with you, in order. New ones reach your inbox right away.
No more phone tag
One quote. Four days, or one evening.
- Email the PDF and hope it gets opened
- Call Tuesday, leave a message
- They call back while you're in the middle of a job
- Text “did you get the quote?”
- Approved by voicemail, deposit next week
- Text the quote link
- Opened that evening, and you can see it
- They answer when it suits them, you keep working
- Approved in the portal at 8:52 p.m.
- Deposit paid at 8:53. Job scheduled.
For property managers too
One login. Every property. Every invoice.
Commercial customers and property managers see all their properties in one portal: which visit happened where, with one invoice across every site.
- Several properties under one customer
- Visit reports with photos, by address
- Consolidated invoicing for multi-site accounts
Create your account
Let your customers approve and pay online starting tonight
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
What is a customer portal?
Do my customers need to install an app?
No. A link in a text or email opens the portal in the browser, on any phone or computer.
Can customers approve quotes in the portal?
Can customers pay in the portal?
Yes. They see their balance and payment history and pay by card or bank transfer. Receipts stay in the portal.
Can customers request new work?
Yes. A request submitted in the portal reaches you with the customer's file attached, and the customer gets a confirmation once it's booked.
Which plans include the customer portal?
The customer portal comes with the paid plans. On every plan, quotes and invoices can be sent and approved online. See the pricing page for details.