Customer Portal

Give Your Customers a Professional Experience

A branded portal where customers view quotes, sign contracts, pay invoices, check job status, and submit service requests — no app download required.

Magic Link Access

No passwords. No accounts to create. Customers click a link in their email and they’re in. Secure, simple, professional.

Quote Review & Acceptance

Customers see your proposal, line items, and terms. They sign electronically — finger, stylus, or mouse. Legally binding with full audit trail.

Invoice Viewing & Payment

Outstanding invoices with payment status, amounts, and due dates. One-click payment via Stripe Checkout.

Job Status Tracking

Customers see their scheduled work: what’s coming up, what’s in progress, and what’s completed.

Service Request Submission

Customers describe what they need, set urgency, and attach photos. You receive it as a new request in your dashboard.

Organization Support

For commercial customers: multiple contacts, each with their own portal access. Send quotes and invoices to specific contacts or all of them.

How It Works

One link. Everything your customer needs.

You send a link. Your customer taps it — no password, no app, no account. They see your quote, sign it, pay their invoice, track their job, and request more work. From any phone, any browser, any time.

0

Passwords required

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Link to everything

No Login

Magic-link access by email

Fully Branded

Your logo, your colors

Why Customers Love The Capoflow Portal

The customer experience they will tell their friends about

Your customers do not care about your software — they care about how easy you make it to work with you. Capoflow makes every interaction clean, fast, and professional. You look like a business ten times your size.

Built For Every Customer Interaction

Every touchpoint, one portal

From first quote to long-term service contract — the portal is where your customers live. Capoflow makes it feel premium at every step.

Quote approval in one tap

Your customer sees your quote, signs it with a finger, and you get instantly notified. No emailing PDFs back and forth.

One-click invoice payment

Outstanding invoices, clear amounts, one-click pay. Your customer pays in ten seconds and moves on with their day.

Service requests with photos

Customers describe what they need, upload photos, and set urgency. You get a new request in your dashboard — ready to quote.

Built for commercial clients

Organization support with multiple contacts, each with their own portal access. Send quotes to specific contacts or all of them.