Features / Client Portal

Let Your Clients Help Themselves

Every customer gets a branded portal where they can view invoices, make payments, check their balance, and browse service history. Fewer phone calls for you. More convenience for them.

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Everything Clients Need, Nothing They Don't

The portal is clean and focused. Homeowners log in, see their current balance, review recent activity, and pay — all in under a minute.

✓ Invoice viewing — every invoice available as a downloadable PDF
✓ Online payments — pay via Stripe or PayPal directly from the portal
✓ AutoPay enrollment — customers set up recurring payments themselves
✓ Billing history — full transaction ledger with charges, payments, and credits
✓ Service reports — photos and notes from each visit, viewable anytime

Pool Billing Program customer portal showing balance, recent activity, and payment button

Pool Billing Program customer portal billing history with transaction details

Pool Billing Program staff management panel with impersonate buttons

See Exactly What They See

As an admin, click the impersonate icon next to any customer and their portal loads in your browser. Troubleshoot billing questions, verify portal content, or walk a customer through what they're looking at — without asking them to send screenshots.

The same feature works for staff members. Impersonate any technician to verify their permissions and view of the app.

Fewer Calls. Happier Clients.

The client portal is included at no extra cost in every Pool Billing Program plan.

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