Elevate

Client portals your customers will actually use

One private link where customers see where their job stands, approve a quote, pay an invoice and find their files. Fewer status calls for you, less waiting for them.

Build
$1,000 to $5,000, flat
Monthly
Half the build price, $1,000 minimum
First version live
About 2 weeks
You own
The code, the data and the accounts

Try the customer side

An example portal. Approve the quote and watch the job move forward.

Approve the quoteExample
Pinewood RoofingDana R.Roof replacement1418 Willow Bend LnWaiting on you: approve the quote
  1. Inspection doneMon, Oct 6Photos and the report are in Files
  2. Quote sentWed, Oct 8$13,300 for a full replacement
  3. ApprovedNot yet
  4. ScheduledNot yet
  5. DoneNot yet
  • Status that updates as the job moves.
  • Quotes approved with one tap.
  • Invoices paid online.
  • Photos, contracts and files in one place.

What you get

ReplacesThe calls asking for an update, the quote lost in an inbox and the invoice nobody can find.

  • A private login for each customer
  • Job status that updates as your team works
  • Quotes and change orders approved online
  • Invoices paid by card or bank, if you take payments online
  • Photos, contracts and documents in one place
  • Messages saved on the job, not on someone's phone
  • Your logo and your colors

What it costs

A simple portal sits inside the build price. A bigger one, like a portal with payments and many job types, is scoped and priced in writing after the free call.

Every price on one page
A build
$1,000 to $5,000
Flat price in writing before work starts. Bigger systems are scoped and priced in writing after the free call.
Monthly
$1,000 to $2,500/mo
Half the build price, never less than $1,000. Hosting, AI usage, upkeep, updates and support.
The first call
Free
30 minutes with Justin. You leave knowing what we would do first.

Questions owners ask

Do my customers need to download an app?

No. It opens in the browser on any phone or computer. They can add it to their home screen if they like.

Can it take payments?

Yes, through a payment account in your business's name, such as Stripe. The money goes straight to you.

Can customers see each other's jobs?

No. Each customer sees only their own jobs and files. Logins, access and backups are part of the build and listed in the scope.

What does a client portal cost?

$1,000 to $5,000 to build, depending on what it does and connects to, then half the build price monthly with a $1,000 minimum. The monthly price covers hosting, AI usage, upkeep, updates and support.

Give customers the answer before they call.

Book a free 30-minute call. We look at what customers ask you most and put the portal and the price in writing.

Flat price in writing · You own what we build · Houston and about 50 minutes around