HVAC Customer Portal
Give customers 24/7 access to their estimates, invoices, and service history. Magic links mean no passwords. Customers can review the next step from the message you send.
Magic Links vs Traditional Portals
Most customer portals require account creation and passwords. Customers forget credentials, get frustrated, and call you instead. Magic links eliminate this entirely.
Traditional Portal
- 1.Customer gets email to create account
- 2.Sets password, forgets it by next visit
- 3.Clicks "forgot password" every time
- 4.Gives up and calls your office
Magic Links
- Customer gets email with unique link
- Clicks link, sees their estimate/invoice
- Approves or pays in seconds
- Done without creating an account.
Why Magic Links Win
No passwords to remember
Magic links go directly to the relevant document. No account creation. No forgotten password resets.
Context-specific access
Each link goes to a specific estimate, invoice, or appointment. Customers see exactly what they need.
Self-service payments
Customers pay invoices online. No phone calls to collect. Faster cash flow.
What Customers Can Do
View and approve estimates
Customers review options, ask questions via chat, and approve with digital signature.
Pay invoices online
Credit card, ACH, or financing. Automated payment reminders reduce collections work.
See appointment details
Date, time, technician name and photo, what to expect. Reduces no-shows.
Equipment history
Customers see their installed equipment, warranty status, and service history.
Request service
One-click scheduling for existing customers. Property data pre-filled.
Message your team
Chat thread attached to each job. Questions answered without phone calls.
Common Questions
How do magic links work?
Customer receives email with unique link. Click goes directly to their estimate, invoice, or appointment. Link expires after set time. No login required.
Is this secure without passwords?
Yes. Each link is cryptographically unique and time-limited. Links can only access the specific document they're tied to. No cross-account access possible.
Can customers see their full history?
If you enable it. Some shops let customers see all past work. Others restrict to recent items. Your choice.
Do customers need an app?
No. Portal works in any web browser. Mobile-optimized design. Nothing to install.
Can I brand the portal with my logo?
Yes. Your logo, colors, and contact info. Customers see your brand, not ours.