Boost engagement, streamline operations, and expand your landscaping business with an exclusive Client Portal designed for your clients' convenience and satisfaction.
Delight your customers by providing them with a dedicated Client Portal, offering unparalleled access and convenience.
The Client Portal not only empowers your clients to manage their interactions with your landscaping business on their terms but also streamlines payment and quote acceptance processes, significantly saving time for both parties. Embrace a new era of customer service and operational efficiency with the Client Portal.
Discover the full potential of the Client Portal and how it can elevate your landscaping business.
Your clients will appreciate the convenience and clarity of their personalized Dashboard, offering immediate access to all essential information and a complete overview of upcoming activities and projects.
The Client Portal is fully optimized for mobile use, featuring both light and dark modes, ensuring your clients enjoy a seamless experience on any device. Access to quotes, invoices, jobs, and action webforms is available at their fingertips.
Elevate your Client Portal with the addition of Action Webforms. From booking jobs to requesting quotes or filling out order forms, customize your portal to meet your clients' needs, automating interactions and enhancing service value.
Clients can view, pay, and download invoices anytime, without needing to contact you. Support for Apple Pay and Google Pay simplifies transactions, offering a hassle-free payment experience.
Make it straightforward for clients to view and accept quotes. With a clear, user-friendly interface, accepting quotes via computer or mobile is quick and easy, ensuring clarity and efficiency in your business dealings.
Clients can independently access job details and reports, including viewing job photos and downloading them for a closer look, all without needing to reach out directly. This autonomy saves time and adds significant value to your client services.
Enable clients to view and download high-quality images from forms and reports within their Client Portal. This feature allows clients to inspect photos at their leisure, enhancing their experience and engagement with your services.
QuoteAccept revolutionizes how your clients interact with your quotes. They can instantly view and approve quotes with just a click, whether on a computer or mobile device.
Simplifying the acceptance process, clients can quickly add any necessary details, finalizing their approval in mere seconds.
PayNow transforms the payment experience for your clients, allowing them to settle invoices instantly using their preferred payment method.
PayNow caters to all, ensuring a smoother, faster, and more secure payment process. This flexibility not only enhances customer satisfaction but also accelerates your payment reception.
Empower your clients with the ability to independently access comprehensive reports and high-quality photos of the jobs you've completed for them. This feature eliminates the need for direct contact for information requests, offering clients the convenience of reviewing their project details anytime.
Clients can effortlessly view their reports and download photos in full resolution, ensuring they have all the information and visual confirmation they need at their fingertips. This 24/7 access to critical job data and imagery enhances client satisfaction by providing them with a self-sufficient way to engage with your services, all without the need to interrupt your busy schedule.
Elevate client interactions by integrating Action Webforms into your Client Portal. This add-on brings a new dimension of convenience and efficiency, allowing clients to:
Transform your Client Portal into a comprehensive hub for client actions, making every interaction smoother and more productive.
The Client Portal Tracking is a log showing you what your customers are looking at, and when. See when Quotes have been viewed or Invoices paid.
This insight lets you perfectly time your follow-up calls, armed with knowledge of exactly what your customers have engaged with and when.
The Client Portal is an online platform that allows your clients to access their specific information and interact with your business anytime, anywhere. This includes viewing and paying Invoices, accepting Quotes, and accessing Job details and Reports. Designed to improve customer engagement and business efficiency, it provides a convenient, mobile-friendly interface with an interactive dashboard for enhanced visibility and customer activity insights. It also supports other features like Action Webforms for booking Jobs or requesting Quotes.
The Client Portal feature is an optional add-on so there is a nominal price to upgrade. The Standard price is $19.99 per month per business or for clients on the Enterprise Solution, the price is $250.00 per month. All prices exclude GST for Australian entities.
When the Client Portal goes live, it will be an optional add-on. Once you have opted in, you will be able to access the Client Portal section of your account Settings.
Absolutely, simply de-activate the Client Portal add-on if you decide you no longer wish to use it and your monthly subscription will adjust accordingly.
Yes, your customers will be able to pay their invoices through the Client Portal using the Formitize PayNow feature. The Portal allows for instant invoice payments using various methods, including credit cards and mobile payments. This feature adds convenience for both you and your clients by facilitating timely and hassle-free payments. For more information on how this works and the payment options available, you can visit the PayNow feature page here
Yes, your customers will be able to accept Quotes through the Client Portal using the new QuoteAccept feature. This feature allows clients to conveniently review and accept your Quotes online, enhancing the efficiency of your business operations and improving the customer experience. It streamlines the process of Quote approval, making it easier and faster for both you and your clients. For further details on how the new QuoteAccept feature click here
Yes, your customers will be able to view their Jobs through the new Client Portal. The Portal provides your Clients with access to details of the Jobs you are performing for them, including statuses and relevant reports. This feature enhances transparency and keeps your clients informed about the progress of their jobs, contributing to improved customer satisfaction and engagement.
Yes, there will be a separate Client Portal Settings and permissions page for the Client Portal. This page allows you to manage and customize various aspects of the portal, including who can access it, what information and features are available to different users, and how certain functionalities are handled. These settings are crucial for maintaining security and ensuring that the portal serves the specific needs of your business and clients effectively.
Yes, your customers will be able to view their Reports through the Client Portal. This feature allows them to access various reports related to their interactions with your business, including Job reports and Invoice histories. Providing this access helps in maintaining transparency and enhances customer engagement by keeping them informed about their dealings with your company. Now, instead of having to contact you to obtain a copy of a previously sent Report, your customers will be able to access the information themselves. Even better, your clients can view the photos from the Reports in high quality and download them if required.
Yes, you will be able to select which of your customers can access the Client Portal. This allows you to control and customize the access based on your business needs and customer preferences, ensuring that only designated clients can view and interact with their specific information and documents. Permission to access the Portal will be managed through the Contact’s page of the CRM where you can enable, invite and disable access a contacts access to their Client Portal.
Yes, different people within a single contact can be given access to the Client Portal. For example you may only want the Finance Manager to have access. This feature is particularly useful for organizations or households where multiple individuals need to interact with your business. It allows for flexibility and personalization in managing client interactions. You simply open the “People” section of the Contact and nominate which People you would like to give access.
In the Action section of the Client Portal, you can add whatever Webforms you choose to prompt specific actions from your clients. These Webforms can include but are not limited to Job Booking forms, Quote Request forms, Feedback Forms, and Service Request forms. The flexibility to customize these forms allows you to tailor the client interaction based on the services your business provides, enhancing both client engagement and operational efficiency.
Yes, you can remove access to the Client Portal. This feature allows you to manage client permissions effectively, ensuring that access is granted only when needed. Removing access can be done as per your business requirements, providing control over who can view and interact with sensitive information. You disable access in the same place you enabled access, in the People section of the CRM Contact.
Yes, you can decide what your clients can see in their Client Portal. The Client Portal Settings feature allows you to customize the visibility of various elements such as Invoices, Quotes, Job details, and Reports, according to your business needs and client requirements. This level of customization enhances the user experience for your clients while maintaining control over the information shared.
The Action Section of the Client Portal is a dedicated area that users the power of Formitize Webforms to power-up the Client Portal functionality by enabling more active client activity. The Action section includes the ability to “Request a New Quote”, “Book a Job”, complete an “Order Form”, submit an “Application”, request a “Variation” and so much more. It's designed to facilitate direct and efficient interactions between your business and your clients, using the flexibility and power of Webforms so that you can customize the experiences and collect exactly the information your business needs for each task.
Embrace the future of landscaping business operations with our integrated online payment system. Offer secure, instant, and convenient payment options to your clients.
