Impress your customers with a one-stop shop to view their inbox, pay in bulk, and book a new job.

Workiz Client Portal offers a modern, professional experience for service business clients. It centralizes communication, payments, and scheduling, allowing customers to view past and upcoming jobs, approve estimates, make payments (individually or in bulk), and book new services. It also enables clients to update their contact and payment details, improving transparency and reducing admin workload.

Features

• Service History Access: Clients can view past and upcoming appointments with job details and technician info.
• Bulk Payments: Pay multiple invoices at once, streamlining the payment process.
• Estimate Approval: View, approve, and sign estimates directly from the portal.
• Online Booking: Clients can book new services via integrated scheduling links.
• Profile Management: Update contact info, payment methods, and view payment history anytime.