1. The Dashboard
When your customer logs in, they see a centralized dashboard giving them a snapshot of their relationship with your business.
Company Info: They see your business hours, address, and contact info.
Quick Actions: Buttons to Call, Message, or get Directions to your office.
Request Buttons: A prominent (+) button allows them to Request a New Job or Quote immediately.
2. Managing Quotes
Customers can view a list of all quotes filtered by status (All, Open, Approved, Requested).
Actions: They can open a quote to review details, Approve it digitally, or download a PDF copy.
Deposits: If a deposit is required, they can see the amount paid vs. pending.
3. Managing Jobs & Projects
Your customers can track exactly when you are scheduled to arrive.
Upcoming Jobs: They can view a list of all confirmed service appointments.
Add to Calendar: A quick button allows them to add the job date and time directly to their personal calendar (Google, Outlook, etc.).
History: They can toggle to view Completed jobs to see a history of work performed.
Projects: If they have a larger, multi-stage project, they can view its overall progress here.
4. Managing Invoices & Payments
The Invoices tab allows customers to self-serve their billing.
Pay Online: They can view open invoices and pay balances securely.
Bulk Actions: Customers can select multiple invoices to download them in bulk for their own records.
History: They can view past paid invoices to track their expenses.
5. My Plans (Warranties & Service Plans)
If you have sold a warranty or recurring service plan, the customer can view it here.
Details: They can check the duration, coverage terms, and the specific property the plan applies to.
6. Photos & Documents
This section acts as a digital filing cabinet.
Shared Files: Any photos (e.g., "Before & After" shots) or documents like your approved Quotes or Invoices you have uploaded to their profile are visible here.
Download: Customers can select files by date and download them.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.