Invoices & Online Payments
Customers view, download, and pay invoices online. Saved cards, one-tap payment, full audit trail.
Invoices paid 3× faster when linked to a portal
Client Portal
Client Portal for Service Businesses: Approve, Pay, Rebook
Give customers one link to approve quotes, pay invoices and see their next visit, with your logo. Included from $49/mo with unlimited users.
Pay online
Saved cards, audit trail
Approve quotes
Then pick a time
AI chat
Hands off to your team
Invoice paid$300 · Sample customer
S
Sample Cleaning Co.
Customer portal
Outstanding
$300.00
Next visit
Tuesday, 10:00 AM to 12:00 PM
Invoice 0003
Due soon
$300.00
Invoice 0002
Paid
$200.00
Invoice 0001
Paid
$150.00
Sample data for illustration.
The KlientHQ client portal is a branded page where customers pay invoices, approve quotes and see their next visit. It is available from the Starter plan.
Sample Cleaning Co. portal
SSample Cleaning Co.
Overview
Invoices
Quotes
Messages
Schedule
Profile
Welcome back
Here is what is happening with your services.
Outstanding
$300.00
Pay NowNext visit
Tuesday, 10:00 AM to 12:00 PM
Invoice 0003
Due soon
$300.00
Invoice 0002
Paid
$200.00
Invoice 0001
Paid
$150.00
Sample Cleaning Co.Sample
Quote
Deep clean
$400
Deep clean$250
Add-ons$150
Approve quote
Pick a time
TueWedThu
Schedule job
Sample Cleaning Co.Sample
Quote
Deep clean
$400
Deep clean$250
Add-ons$150
Approve quote
Pick a time
TueWedThu
Schedule job
The problem
Your customers shouldn't need your phone number to pay a bill.
Field service owners lose hours every week to back-and-forth texts about invoices, scheduling, and quotes. The work is done but the admin never stops.
The Client Portal handles customer questions while you focus on the job.
Without a portal
- Customer texts at 8pm: "Can you send my invoice?"
- Quote approved over the phone, booked manually
- Customers don't know when their next appointment is
- Payment collected but no paper trail
- Loyal customers get the same experience as first-timers
With Client Portal
- Invoice viewed, paid, and confirmed without a single text
- Customers approve quotes and schedule jobs in two taps
- Upcoming appointments visible on their phone
- Secure payments captured with full audit trail
- Rewards program keeps loyal customers coming back (Pro and Plus)
Everything inside the portal
Six reasons customers never need to call.
Everything your customers used to text you about is inside their portal, branded to your business.
Quote Approval & Scheduling
Customers review itemized quotes, approve with one click, and then schedule their job. No back-and-forth needed.
From quote to booked job without phone tag
AI Chat with Human Handoff
An AI assistant answers common questions, including invoice status, next appointment, and service details. Your team handles anything that needs a human.
Support without adding staff
Schedule View
Upcoming appointments, job status, and service history, all in one place. Customers know when you're arriving.
Fewer "when are you coming?" texts
Rewards & Referrals
A tiered loyalty program built in, on Pro and Plus. Customers earn points, unlock badges, and share referral codes with friends, driving organic growth.
Referral programs generate 2 to 5× more qualified leads
Customer Self-Service Profile
Customers manage their own contact info, service addresses, saved payment methods, and notification preferences. Zero admin work on your end.
Eliminate inbound "please update my address" requests
What the owner gets
Fewer "send me the invoice" texts
Invoices sit in the portal, so customers find them and pay without asking you.
Customers approve and pay themselves
Quotes get approved and invoices get paid from the customer's phone.
Customers see their next visit
Upcoming appointments and job status are right there, so fewer "when are you coming?" calls.
What happens when customers have a portal
68%
of invoices paid when sent via a portal link
3×
faster quote approval vs. phone or email back-and-forth
40%
fewer inbound customer support messages for businesses using portals
2×
more referrals from customers enrolled in a rewards program
Your brand. Their experience.
Looks like you built it from scratch.
Upload your logo, pick your brand color, write a welcome message, and decide which sections to show.
Custom logo & accent color
Your brand applied across every button, badge, and highlight
Personalized welcome message
Greet customers by name with your own words
Toggle sections on or off
Show only what's relevant to your business model
Token-based secure access
No passwords. Customers click a link and they're in
Portal settings
SampleSSample Cleaning Co.Logo uploadedChange
#2B5CE6Brand color
Visible sections
Invoices & Payments
Quote Approval
Service Schedule
Rewards & Referrals
FAQ
Common questions
Which plans include the client portal?
The client portal is on Starter, Pro, and Plus. It is not on Solo.
What can customers do in the portal?
Customers pay invoices, approve quotes, and see their next visit.
How do customers open the portal?
Customers receive a unique link by email or SMS when you send an invoice, quote, or booking confirmation.