Secure login
Customers access their jobs with verification matched to portal contacts on the record.
LevelUpCustomer portal
A branded space where customers see their job - not your inbox.
Customers log in to view progress, proposals, contracts and invoices - upload files, message and pay without calling the office.
Proposals and quotes
Review, accept or ask questions on documents you send.
Pay invoices
Settle balances online when payment gateways are configured.
Messages and files
Two-way communication with automations when customers message or upload.
In context
Customers want progress without ringing the office. The client portal gives them a secure login to see job status, documents, messages and pay invoices in your brand.
Why it matters
Why teams rely on Customer portal
Self-service updates
Clients check progress when it suits them.
Document access
Proposals, contracts and files in one place.
Online payments
Pay invoices through the portal when gateways are configured.
What's included
What you get with Customer portal
- Secure customer login
- Job progress visibility
- Proposals and quotes online
- Contract viewing and signing
- Messages and file upload
- Invoice payment links
Built for
Who uses this day to day
End customers
Office customer service
Sales teams
Finance staff
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Invite the customer
Send portal access linked to the job contact.
They log in securely
Verification matches the portal contact on the record.
Review and respond
Customers see progress, documents and pay online.
Office stays informed
Messages and uploads can notify your team automatically.
Progress they can trust
Customers see status aligned with what engineers update on site. Fewer where is my engineer calls and more confidence in your professionalism.
What customers see
After secure login, clients view job progress, open proposals, review contracts, upload files and send messages tied to their work.
- Live job status from field updates
- Proposal and quote review
- Pay outstanding invoices online
- Two-way messages with your team
Verification you control
Portal access matches contacts on the job record so customers only see their own work.
Automations when customers act
Portal messages and file uploads can trigger office notifications through automations when enabled.
Outcomes
What changes when Customer portal is part of your workflow
Fewer where-is-my-job calls
Status matches what engineers update on site.
Professional impression
Branded portal builds trust on high-value work.
Faster document sign-off
Customers accept proposals and sign contracts online.
Related
Explore more of the platform.
See Customer portal in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.