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Client Portal for Field Service Businesses

Give your customers the modern experience they expect. ServusOne’s client portal makes it easy for them to view quotes, pay invoices, and track service progress—all online.

A Better Experience for You and Your Customers

Simplify communication, reduce calls, and make it easy for customers to see what’s happening—anytime, from any device.

 

24/7 Online Access

Customers can log in anytime to view job status, invoices, and history.

Instant Approvals & Payments

Approve quotes or pay invoices instantly from the portal.

Branded Experience

Your logo, your colors—your customer experience.

Everything Your Clients Need—In One Place

The ServusOne client portal gives customers a single login for estimates, invoices, service requests, and messages. Simple, transparent, and secure.

Approve Estimates and Pay Invoices Instantly

No more back-and-forth emails. Customers can review, approve, and pay directly from their portal—making your cash flow faster and your process smoother.

Keep Customers Updated Automatically

Job scheduled? Technician en route? Work completed? ServusOne updates your customers automatically so you don’t have to.

Full Service History at Their Fingertips

Build trust and long-term relationships. Every estimate, invoice, and photo is stored in one place—so customers always know where things stand.

Why Customers Love the ServusOne Client Portal

Fewer Calls & Emails

Clients get answers instantly—no chasing updates.

Faster Approvals & Payments

Quotes and invoices handled on the spot.

More Professional Experience

Branded, secure, and mobile-friendly.

Deliver a Better Customer Experience with ServusOne

Give your clients the convenience they expect—online access, instant approvals, and transparent communication in one simple portal.

Customers can view estimates, invoices, service history, and messages—and approve or pay online.

Yes—your logo, colors, and contact info appear throughout your portal.

Absolutely. Payments are processed securely and recorded instantly.

Yes—ServusOne syncs all payments and invoices with QuickBooks Online and Xero.

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