One tap in the app creates a personal, private page for any customer: their live balance, every invoice with full line detail, quotes with a big Approve button, their upcoming appointments, and their whole service history. They open it in any browser — no account, no password, no app.
Real app footage · Northside Auto, a demo shop with made-up customers · silent
Every tab and lane, laid out in full on the home page →
The moment they open their link, they see exactly what's owing — pulled live from your books, never a stale PDF. Paid up? They get the green zero and a thank-you.
Open and paid invoices with full line detail, due dates, and status — customers stop calling to ask “can you resend that invoice?” because it's always in their pocket.
Send a quote, and it appears on their page with a big Approve button. One tap records a timestamped, binding approval in your audit trail — and the AI announces it to you as money greenlit. No more chasing signatures by text.
Upcoming visits with tap-to-navigate addresses, plus their full service history — every past job, itemized. Their whole relationship with your shop, on one page.
A Book Service button feeds your public booking page — the portal doesn't just answer questions, it brings the next job in.
Every link is private to one customer and revocable in one tap. Regenerate it and the old link dies instantly. Wrong link? It shows nothing — ever.
“Make a client link for Northside Metals and send it” — the copilot finds the exact customer (it even catches duplicate records and asks), mints the link, and drafts the email for your one-tap send.
Cost, supplier, and internal information physically never reaches the page — the server only ever sends customer-safe fields. What they see is exactly what belongs on their side of the counter.
Open any customer in the app — the Client Hub card is right on their profile. Tap create, and their personal page exists. QR, copy, and share buttons are right there.
Text or email it — or tell the AI to draft the send. The customer saves it; from then on their answers live in their pocket instead of your phone line.
They open the quote, read every line, tap Approve. You get a timestamped record and a headline in your next briefing: money greenlit.
Balance, invoices, appointments, history — all live. There is nothing to update, resend, or keep in sync. It reads your systems in real time.
It takes one tap on their profile. The first time they approve a quote from their couch, you'll wonder how you chased signatures before.
Start free — 14 days →