Client portals

A client portal that ends the "any update?" email

Give your customers one link where they can follow job status, approve quotes, pay invoices, and find their documents. Built around your process, priced up front, live in weeks — and the code is yours.

Worth building if…

  • 01

    Clients email to ask where things stand, and someone has to go look it up.

  • 02

    Quote approvals happen over text, with no record of who said yes.

  • 03

    Documents get re-sent as attachments every time someone loses one.

  • 04

    Payment status lives in one system and job status in another.

  • 05

    You want clients to self-serve, but not to create an account first.

What goes in the portal

Job and order status

A live view of where each job stands, updated from your own records instead of a manual status email.

Quote and document approval

Clients approve or decline in one tap, with a timestamped record of exactly what they agreed to.

No-account access

Tokenised links so a client opens their portal straight from an email or SMS — no password to forget.

Invoices and payments

Stripe-backed payment links and invoice history sitting beside the job the invoice is for.

Files and messages

Photos, documents, and a message thread scoped to that one client's work.

Strict data isolation

Row-level security so each client can only ever load their own records — enforced in the database, not just the UI.

Portals already running

Steward

Client job tracker

Customers follow job status and approve quotes without creating an account, while the same records drive scheduling and invoicing on the business side.

Read the case study →

CrewConnect

Tokenised confirm links

The same no-login pattern applied to crews: one tokenised link per assignment, one tap to confirm, and a realtime board on the other end.

Read the case study →

What it costs

A portal bolted onto existing records usually fits Launch; a portal plus the back office behind it is a bigger build. Either way you get the price before work starts.

Prototype

from $1,500

  • 1–2 week turnaround
  • Up to 4 core screens
  • Working data + auth
  • Deployed to a live URL

Launch

from $6,000

  • 3–6 week build
  • Full product: auth, roles, billing
  • AI features where they earn their place
  • Custom domain + transactional email

Partner

from $2,500/mo

  • Ongoing feature work
  • Priority turnaround on fixes
  • Monitoring and dependency upkeep
  • Roadmap and analytics review each month

Tell me what your clients keep asking for

A short description of the questions you answer by hand is enough for me to scope a portal, with a timeline and a fixed price.