Customer Portal for Service Businesses
Customers view quotes, approve work, track their technician live, and pay invoices — all from a secure link on their phone. No account required.
Implemented and managed for your business by Riche Systems
Features
What customer portal for service businesses actually does
One-Tap Quote Approval
Customers open a secure link, review the quote, and approve it with one tap — no account, no login required.
Live Technician Tracking
A secure SMS link shows the customer their technician's live location on a map. The link expires automatically the moment the job is marked complete.
Pay From Any Device
Invoices open as a mobile-optimized payment page. Customers pay by card in under 60 seconds — no app download. Apple Pay is available when your business is connected to Stripe.
How It Works
From start to finish
Receive the Link
A secure, one-time link arrives by text or email — for a quote, a tracking update, or an invoice.
Review or Track
Customers see quote details or their technician's live location, right in the browser.
Approve or Pay
One tap approves a quote. One tap pays an invoice by card.
Link Expires
Each link is scoped to a single job or invoice and expires automatically once it's done — nothing lingers.
Related Features
Invoicing Software for Contractors
Create an invoice, send a payment link, and get paid — without chasing anyone down. Built for HVAC, plumbing, electrical, and landscaping teams.
Estimates & Quotes Software for Contractors
Build a professional quote in seconds, track when it's viewed, and convert it to a live invoice the moment your customer approves.
Dispatch Software for Service Businesses
Schedule jobs, assign technicians, and track every visit from a single calendar — no group texts, no missed calls, no spreadsheets.
Built For These Industries
HVAC Software for Heating & Cooling Companies
Schedule tune-ups, track maintenance contracts, and get paid for emergency calls the same day.
Plumbing Software for Service & Repair Companies
Dispatch fast on emergency calls and invoice on-site from your phone before you leave the job.
Electrical Contractor Software
Quote the job, get approval, do the work, collect payment — all in the same system.
Landscaping Software for Lawn Care Companies
Keep track of every property, automatically schedule recurring services, dispatch crews, send invoices, and get paid — without the paperwork.
FAQ
Common questions about customer portal for service businesses
We set it up for your business. You run your jobs.
Customers view quotes, approve work, track their technician live, and pay invoices — all from a secure link on their phone. No account required.
Schedule a Workflow AuditField Leader is deployed and managed by Riche Systems — not a DIY signup.