Customer Portals for Contractors: Estimates, Job Progress and Invoices in One Place

Great work, messy paperwork

Roofers, remodelers, HVAC, electrical and other home-service contractors often juggle estimates in one app, photos in a phone camera roll, schedules on a whiteboard and invoices in QuickBooks. Customers text for updates and payments arrive late.

A contractor customer portal brings the whole job together.

What a contractor job portal includes

• Online estimate requests with photo upload
• Estimate approval and e-signature so jobs start sooner
• Job pipeline — estimate, approved, in progress, invoiced
• Progress photos and notes customers can see in real time
• Crew scheduling and job assignments
• Invoices and online payments, including deposits

Why it helps you win and close more jobs

1. Faster approvals

Customers approve and sign from their phone the same day you send the estimate.

2. Fewer "when are you coming?" calls

A clear job timeline answers most questions before they're asked.

3. Quicker payments

Online invoices with a pay button get paid faster than paper bills.

4. More reviews and referrals

A professional, branded experience makes happy customers more likely to recommend you.

Built for local contractors

BusinessOS Pro from Softstar Movement sets up branded job portals for contractors across North Carolina — your logo, your domain and your workflow. Try the contractor demo at softstarmovement.com/businessos.