In this article, you will learn about how your customers experience Workiz through the client portal.
The Workiz client portal is an online central hub designed for your customers to find all the information they need when doing business with your company. The client portal provides your clients with a modern and professional experience, where they can:
View, approve, sign, and pay estimates and invoices
View past and upcoming service appointments
View and update contact and payment details
Book new services with your company
When sending your clients a link to an invoice or estimate through Workiz, your customers will receive a link to the client portal. If they have a long history with your company, they will have access to historical information like past services, documents, and payments.
Viewing and paying due balances
When opening the client portal, your clients will be directed to the Inbox tab, where they will be presented with a list of all of the unpaid estimates and invoices that have been sent to them. They can select an individual invoice to view the document, approve of the estimate, and provide payment.
Invoices and estimates can be paid individually or in bulk. If your client chooses to make a bulk payment, your records will show a series of individual payments tied to the correct invoices or estimates.
Viewing past and upcoming services
The My booking tab of the client portal will display both the upcoming and past jobs linked to this client.
They will be able to view the job’s date, service (job type), service location, and the assigned tech. Each job will feature a link to add the service appointment to their personal calendar.
Booking new services
Clients will be able to book new services with your company on the web and over the phone. The client portal will feature a link to your Booking Services portal as well as your company phone number.
Note: The phone number listed on the client portal is sourced from the number you have listed under Company phone in your account settings.
Viewing and updating client information
The client portal also gives your customers access to their client profile details. They can access this information by selecting their avatar on the upper-left corner of the client portal.
From there, they will be able to update their:
Contact information (e.g., name, email, phone number)
Payment methods (e.g., cards on file, default card)
They will also be able to view their payment history. If the payment is linked to an estimate or an invoice, selecting the payment will allow them to view the associated document.
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