Their own page. No password to forget.

The portal

Self-service for the things worth self-serving.

• Their year of visits on one line: the next visit up top with who's coming and exactly what you'll do, every visit after it with its work and any extras for that month, and the visits already done — with reschedule offers drawn from your live availability, and a plan visit coming due offers them a time to pick
• Quotes to read and approve; every invoice and receipt to view, pay, download as a PDF or share with whoever handles the bills
• Their plan: what it includes, what it costs, when it renews — and members can add or change their card any time from their account page, charged on their billing day. Any customer can put a card on file there too, shown back to them as saved and only ever charged when they or your office confirm a charge
• Their billing on one line — what they pay, the bills already paid, the next one and the dates after it — so customers don't need to call to ask when their card is charged
• Whatever is next — a card to add, a plan to say yes to — is the page's own yellow button, and nothing is charged for pressing it
• Per-visit add-ons to approve — the $40 extra without the driveway conversation
• One-time extras on their next plan visit — high windows this time, the screens before summer — picked at your price-book price and agreed to with one checkbox. It bills itself when the visit is done: their card on file is charged, or the invoice goes out. Your office does the same from the visit with one tap
• They can add a service address themselves

Rescheduling uses the same engine your office uses — working hours, blocked time, who can do the work — so a customer can only pick a time that works.

Online booking

A booking page that books the work.

Your booking page shows your services at your prices, offers arrival windows from your live capacity, and books the job itself. If you would rather review each booking first, request mode is there too. A service priced per screen or per pane asks how many with a stepper, add-ons too, and the total follows; the count is clamped to the range you set and priced on the server.

For somebody you already know, copy their own booking link from their card. The page greets them by name, skips the typing and prices their own home — and a forwarded link still books for its owner without opening their account.