A better experience for your customers
Give customers their own portal to view jobs, approve estimates, pay invoices, and request schedule changes. They get self-service convenience. You get fewer phone calls and faster payments.
From first estimate to paid invoice — without a phone call
Your customers interact with your business at every step. Pillar makes each touchpoint smooth, professional, and self-service.
Receive an estimate
Customer gets a tokenized link via email or SMS. They review line items and pricing without needing a login.
Approve and sign
One-click approval with electronic signature. The estimate converts to a job and scheduling begins.
Track the work
Customers see job status, upcoming appointments, and assigned technicians through their portal dashboard.
Pay online
Invoices appear in the portal with a direct Stripe payment link. Customers pay with a saved card and get a receipt.
Their own login, their own dashboard
Customers get a branded portal where they can handle common tasks without calling your office. Branded with your logo and colors.
Job & Appointment Visibility
Customers view their jobs, appointment status, assigned technicians, and linked estimates or invoices.
Invoice Payment via Stripe
Outstanding invoices with a Pay Now button. Saved cards, payment history, and receipts — all self-service.
Estimate Approval & Signature
Review line items, approve with an electronic signature, and track estimate status. No login required for approval links.
Equipment & Warranty Info
Customers see their installed equipment, model numbers, and warranty dates. Service history per unit.
Reschedule Requests
Submit a reschedule request with a reason and up to three preferred dates. Track the request status.
SMS Preference Management
Opt in or out of SMS notifications directly from the portal. Consent records maintained automatically.
Customers pay on their own time
Invoices are visible in the portal with a direct payment link. Customers pay via Stripe with saved cards, see their payment history, and get receipts automatically. No more chasing checks.
Stripe-powered payments
Secure checkout sessions with PCI-compliant card collection
Saved payment methods
Customers add, remove, and set a default card from the portal
Payment history
Full record of past payments with receipt links
Configurable payment terms
Due on Receipt, Net 15, Net 30, Net 45, or Net 60
Customer View
INV-2026-00089
HVAC Maintenance
INV-2026-00076
Water heater install
INV-2026-00061
Emergency pipe repair
Estimate Approval
ApprovedEST-2026-00042
$2,450.00
Approved by customer
Signed Feb 5, 2026 at 10:32 AM
Estimates approved with one click
Send estimates with a tokenized approval link. Customers review line items, sign electronically, and approve — no login required. Approved estimates convert to jobs with a single click on your side.
Less back-and-forth, more getting it done
Customers handle scheduling changes and communication preferences on their own, so your team can focus on the work.
Reschedule Requests
Customers submit reschedule requests through the portal with a reason and up to three preferred dates. Your team reviews and approves from a dedicated admin page.
Communication Preferences
Customers manage their own SMS opt-in/opt-out through the portal. Full compliance tracking for TCPA and consent records are maintained automatically.
Your brand, not ours
The customer portal, login page, emails, and PWA install all carry your company name, logo, and colors. Customers see your brand at every touchpoint.
Portal dashboard
Your logo and colors on every page
Login page
Custom subdomain with your company branding
Emails
White-label domain authentication via SendGrid
Mobile PWA
Installable app with your name and icon on the home screen
Better for customers, better for your team
When customers can help themselves, everyone wins. Your office handles fewer interruptions and your customers get answers faster.
Fewer inbound calls
Customers find answers in the portal instead of calling your office.
Faster payments
Online payment links in invoices reduce time from sent to paid.
Quicker approvals
One-click estimate approval with e-signature speeds up the sales cycle.
Professional impression
Branded portal and communications show customers a polished operation.
Explore the features behind the experience
Each part of the customer experience maps to specific Pillar features. Dive deeper into any of them.
Customer Portal
Full portal with jobs, invoices, equipment, and scheduling
Estimates & Quoting
Line items, pricing, approval links, and conversion
Invoicing & Payments
Stripe payments, saved cards, and payment history
Reschedule Requests
Customer-initiated scheduling changes with approval
Approvals & Signatures
Electronic signatures for estimates and contracts
White Label
Custom branding on portal, emails, and PWA
Notifications
Multi-channel alerts with user preferences
Customer Management
Contact records, service history, and equipment
Give your customers the experience they expect
See how the customer portal, online payments, and self-service tools work together in a live walkthrough.