A branded portal your customers will actually use
Give every customer their own login to view jobs, approve estimates, pay invoices, and manage appointments. They get self-service convenience. You get fewer phone calls.
Self-Service Dashboard
Jobs, invoices, equipment
Online Payments
Pay invoices via Stripe
E-Signature Approvals
Estimates and contracts
Data Isolation
Each customer sees only theirs
Everything your customers need, nothing they should not see
A focused self-service experience. Customers see their own data and take action on their own schedule. Internal notes and admin controls stay hidden.
Job Visibility
Customers view their active and completed jobs with status, assigned technician, scheduled appointments, and linked estimates or invoices.
Invoice Payments
Outstanding invoices appear in the portal with a direct payment option via Stripe. Customers pay on their own schedule.
Estimate Approvals
Review estimates with line item details, then approve with an e-signature or reject with feedback. No login required for tokenized links.
Equipment Records
See all installed equipment with manufacturer, model, serial number, and service history per unit.
Reschedule Requests
Submit preferred dates and a reason for rescheduling. Your team reviews and confirms from their side.
Contract Signatures
View contracts and sign them digitally through a secure approval link. Status tracked from draft through approval.
One screen, full visibility
When a customer logs in, they see their upcoming appointments, outstanding invoices, equipment, and recent jobs. No digging through menus or waiting on hold.
Upcoming Appointments
Dates, times, assigned technician
Outstanding Invoices
Amount due with pay button
Equipment Overview
Units with warranty status
Recent Jobs
Status and completion details
Customers act on their own time
No more chasing approvals or waiting for callbacks. Customers review estimates, pay invoices, and request changes directly from their portal.
Approve Estimates
Customers review line items, pricing, and scope, then approve with an electronic signature. Tokenized links work without a portal login.
Pay Invoices
Invoices display with status, due date, and a secure Stripe checkout. Partial payments and multiple payment methods supported.
Request Reschedules
Customers submit up to three preferred dates with a reason. Your team gets the request and confirms without a back-and-forth phone call.
Customers review full estimate details on any device
Get paid faster with online payments
Customers pay invoices directly through the portal via Stripe. Saved payment methods, payment history, and receipts — all in one place.
Stripe Integration
Checkout sessions and payment intents for secure, PCI-compliant card collection
Saved Payment Methods
Customers add, remove, and set a default card for faster payments
Payment History
Full record of every payment with receipts and status
Flexible Terms
Due on Receipt, Net 15, Net 30, Net 45, or Net 60 configurable per company
Invoice Payment
INV-2026-00042
HVAC Spring Tune-Up
$285.00
UnpaidINV-2026-00039
Ductwork Repair - Unit 3B
$1,240.00
PaidINV-2026-00035
Filter Replacement
$95.00
PaidSecure payments powered by Stripe
Data Isolation
Each customer only sees their own jobs, invoices, and equipment. Multi-tenant architecture enforces separation at the database level.
Hidden Admin Controls
Portal users never see internal notes, pricing formulas, dispatcher tools, or admin settings. The interface is scoped to customer actions only.
Authenticated Sessions
JWT-based authentication with refresh tokens. Every request is verified against the customer role.
Branded Experience
The portal displays your company logo, colors, and branding. Customers interact with your brand, not a generic platform.
Customer data stays separate and private
Portal users only see their own data. Internal notes, pricing details, and admin controls are never exposed. Every session is authenticated and every company's data is fully isolated.
More than a read-only view
The portal is a full self-service hub. Customers manage preferences, browse your catalog, and stay in control of their account.
Service Catalog
Browse your catalog if enabled
Profile Management
Update contact info and preferences
SMS Preferences
Opt in or out of text notifications
Company Contact Info
Your phone, email, and address
Connected to your entire workflow
The customer portal reflects data from across Pillar. Estimates, invoices, jobs, and equipment all flow into the customer view automatically.
Estimates
Approval workflows and e-signatures
Invoicing & Payments
Billing with online checkout
Equipment Tracking
Warranty and service history
Scheduling
Appointments and reschedules
Reschedule Requests
Customer-initiated changes
Approvals & Signatures
Digital signature capture
Customers
Contact and service records
Contracts
Templated contract signing
See the customer portal in action
Schedule a demo and we will walk through the branded portal experience, online payments, and self-service workflows with your business in mind.