Customer portal · for trades businesses

A customer portal for trades that ends the "can you check on my appointment?" calls.

Customers want to see their booking, photos from the last visit, the invoice they paid, and the next scheduled service — without phoning. A custom customer portal we build does all that in one signed-in space, branded as you, with no SaaS-tax-per-customer.

What this changes for your business

  • Repeat customers self-rebook

    They log in, see their service history, click "book the same service" — done in 30 seconds.

  • Photos prove the work was done

    Crew uploads before/after photos to the customer's portal — settles "did you actually do X?" arguments before they happen.

  • Invoices and payments live in one place

    Customer sees all past invoices, downloads PDFs, pays from a Stripe link. No "can you re-send last month's invoice" emails.

What's included

  • 01Magic-link sign-in (no passwords)
  • 02Booking + service history with photos
  • 03Invoices + payment status + Stripe pay link
  • 04Direct message thread with your team
  • 05Subscription management for recurring service plans

What it costs

Typical range

$3,500 – $7,500+

Often paired with a booking system — bundle pricing available.

What we shipped recently

Case study · trades businesses

The Home Bros

What used to live across spreadsheets, texts, and email now runs through one system. The customer picks a service, the team assigns a crew, the invoice goes out, and everyone sees the same state of play.

See the full case study

Common questions

  • Do customers actually use it?

    If you set it up so the second-touch (booking confirmation, invoice email) links them straight in, yes — about 70% of repeat customers log in within 90 days.

  • Can crew see customer info from the portal too?

    We build a separate crew portal with role-based access. Customers see their own; crew sees their assigned jobs.

  • What stops Cursor or AI tools from building this?

    Multi-tenant role-based access with proper RLS, payment integration, magic-link auth, and a real data model is genuinely hard to one-shot. We've shipped 6 of these in production.

See what we'd build for your business.

Free 5-minute audit. We send a short opportunity report — outcome gaps, custom-build pitches, and a 3-min Loom on top of it.

See also