Client Portal
One link. Your logo. Their whole job.
Clients open a self-serve portal — your logo at the top — to request work, approve estimates and change orders, see bookings, message your team, and pay invoices. No app install, no password ceremony.
Coastline HVAC
Services
Hi, Tom Anderson
Welcome to Coastline HVAC Services
Coastline HVAC Services
Open requests
1
Awaiting approval
1
Unpaid
$1,240
Setup time
Under 5 min — share a link, that's it
Approval time
−63% vs email back-and-forth
Paid in portal
78% of online payments
Magic-link
No app install, no password ceremony
Inside the portal
Seven sections. Zero confusion.
The sidebar is everything a client could need from you — request work, talk to your team, approve, schedule, pay.
Requests
Clients submit new work in seconds — description, photos, address, preferred time. Lands in your dispatch board ready to schedule.
portal · requests
Requests
Messages
Two-way thread per job. No more 'check your email' — every photo and reply is attached to the right project.
portal · messages · job #1842
Coastline HVAC
Tom Anderson
Coastline HVAC
Tom Anderson
Reply…
Estimates
Clients review line items, accept or request changes, and e-sign without printing a thing. You get notified the second they sign.
portal · estimate EST-0042
Duct cleaning + filter swap
Sent May 6 · Expires May 15
Change Orders
Mid-job scope changes get their own approval flow with a clean audit trail — so you never eat a cost change.
portal · change order CO-0014
Capacitor swap (mid-job)
Original job #1842 · Added by Mike R. · May 8
Found a swollen 45/5 µF capacitor on the condenser. Replacing now keeps the system running through summer; not replacing risks compressor short-cycling.
Bookings
Clients see upcoming visits with the assigned tech, ETA, and a 'I'm on the way' notification when the truck rolls.
portal · bookings
TUE
12
AC tune-up · Both units
9:00 AM · Tech: Mike R.
THU
21
Quarterly maintenance
2:30 PM · Tech: Sarah L.
MON
JUN 2
Filter swap
10:00 AM · Tech: Mike R.
Invoices
Pay with a card, ACH, or stored payment method. Partial pay, tipping, and auto-receipts come built in.
portal · invoice INV-0008
INV-0008
Sent May 9 · Due May 18
$1,240
Visa ••4242
1% fee
Client access
No app. No password. Just a link.
When you create a request, estimate, invoice, or booking, your client gets a magic link by email or text. One tap and they're inside the portal — your logo at the top, the work you scoped for them in the middle.
Magic link by email or SMS — auto-sent on every customer-facing event
Your logo, front and center — uploaded once, shown in the portal header on every page
No download, no signup — opens in any mobile or desktop browser
Links auto-expire with one-tap resend — clients never get locked out
Inbox
Coastline HVAC sent you an estimate
Tap to view · expires in 7 days
Verifying
servtrackr.app/p/8x4k…
Your portal
Coastline HVAC
Hi Tom — here's your estimate
$1,240.00
Powered by ServTrackr
Pillars
A portal your clients will actually open
Self-serve everything
Requests, approvals, scheduling, payments — all without a phone call.
Zero-friction access
Magic-link by default, optional login for clients who want it. No app to install.
Threaded by job
Every message, photo, and approval is attached to the right project — not buried in email.
Pay any way
Card, ACH, stored methods, partial pay, tipping, and instant receipts.
Any device
No app. No download. Just a link.
The portal is responsive on the web — works the same on the homeowner's phone, the property manager's laptop, or the contractor's tablet. Push it to a phone home screen for a native-app feel.
Coastline HVAC
Hi, Tom
Tue · AC tune-up
9:00 AM · Mike R.
INV-0008
$1,240 · Due May 18
EST-0042
Awaiting approval · $640
1 new message
From Mike R.
Pairs with
Portal-powered across the platform
Every customer-facing surface — estimates, invoices, requests, bookings — opens in the portal so you keep one inbox, one ledger, one timeline.
Estimates
Customers approve, request changes, or e-sign without printing a thing.
Invoicing
Stored payment methods, partial pay, and instant receipts in the portal.
Requests
Portal-submitted requests land in your dispatch board, ready to schedule.
Scheduling
Bookings show the assigned tech, ETA, and 'on the way' notifications.
Client CRM
Every portal interaction logs onto the client profile your office sees.
Change orders
Mid-job scope changes get their own approval flow with an audit trail.
Media library
Choose what photos the customer sees in the portal — keep crew shots private.
ServTrackr Pay
Card and ACH processing built in. Funds settle in 1–2 business days.
Client portal questions
Straight answers about branding, approvals, portal checkout, service requests, notifications, and what homeowners see in the hub.
Customers can view upcoming appointments, approve estimates, pay invoices, request new services, message your team, and access their complete service history, all from one dashboard.
Yes. The portal displays your logo, colors, and business name so it feels like a seamless extension of your brand.
No. The client portal is fully web-based and works on any device, phone, tablet, or desktop. Customers access it through a link, no download required.
Customers can pay each open invoice from the portal or a pay link. If your team uses a consolidated checkout flow for several balances, that behaves like your merchant setup, not every account enables multi-invoice checkout the same way.
Absolutely. Customers can submit service requests, upload photos, describe the issue, and track the status of their request, all from the portal.
Send your first portal link today.
Five minutes from signup to your first client logging in. Your branding, your jobs, their portal.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
