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A clearer view for your customer.

The proposal, project updates and shared paperwork.

Start the 14-day trialor walk a real job in the demo
What a customer sees in their FL Permit Pay portal: where the project stands, from approve to finish, a new proposal waiting on their review with Review proposal, and the payment due with Pay.
Real product capture · sample data

The link is for the job. The email check is for the person.

  • Share one link for the job

    The office makes a private link from the job record. One live link at a time, and it can be replaced or revoked.

  • The customer confirms their email

    Opening the link asks for the address already on the customer record and sends a 6-digit passcode to it. The check is always on for portal links; it is not a setting to remember.

  • The passcode opens a session

    A correct code opens the page for that one customer only, and the session expires on its own.

  • They see the work, not your books

    Job status with what is due now, proposals, invoices, documents already emailed to them, and progress photos someone chose to share. They can send files back. Costs, margin, and internal notes are never part of the page.

Each state is called what it is.

  1. 01
    Code requiredThe visitor is asked for the email on file. The answer is the same whether or not it matches, so a forwarded link cannot be used to find out who your customers are.
    Challenge
  2. 02
    Open for this customerA correct code opens the page for one customer of one business, and nothing else.
    Verified
  3. 03
    EndedA revoked link stops answering entirely; a new one has to be made and shared. An expired session just asks for a fresh code.
    Revoked
  4. 04
    Not readyThe check is on but no email is recorded for the job, so nobody could pass it. The page says so instead of opening or pretending.
    Review

A nicer view of what you already sent.

LiveJob status, proposals, invoicesThe same records the customer already reaches by link, gathered in one place.
LiveDocuments you emailed themA document appears only after it was sent to that customer; everything else filed on the job stays invisible.
LiveThe email checkAlways on for portal links, because the portal carries the whole job. Pay links keep their own per-business switch.
LiveThey can send files backPhotos, signed papers, anything you asked for: the one thing a customer can write, and it lands with the job.
LiveYour name on the doorYour logo, your accent color, your phone, email, and license number. It is your page, not ours.
LiveProgress photos you chooseA photo reaches the customer only when someone shares it on purpose; damage and adjuster shots stay private.
Out of scopeCosts, margin, commission, internal notesNever part of the portal, at any point, for any customer.

Make the link from your next job and send it.

Open it yourself first if you want to see exactly what the customer will.

What a customer sees depends on what you have shared with them. The email check is always on for the portal.
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