QuoteIQ's Client Portal gives your customers a branded self-service hub where they can view estimates, invoices, appointments, and inspections, submit service requests, get a quote, and leave a review — all without needing to call or text you. You control exactly what each customer sees, customize the portal's appearance to match your brand, and add custom links.
Available on: All plans (Essentials, Beginner, Pro, Elite, and Max)
Access: Left Sidebar → Tools → Client Portal
What Your Customers See
When a customer opens their portal link, they see a branded sidebar with your company logo and name, plus these navigation items:
Estimates — View, filter (All / Pending / Approved / Declined), and manage their estimates.
Invoices — View outstanding and paid invoices. Pay directly from the portal.
Appointments — See upcoming scheduled jobs so they always know when you're coming.
Inspections — View completed inspection reports linked to their property.
Requests — View the status of service requests they've submitted.
Request Service — Submit a new service request directly through the portal.
Get a Quote — Link to your InstaQuote page (if enabled) so customers can generate their own quote.
Leave A Review — Direct link for customers to leave a review for your business.
The portal displays your company logo and name at the top of the sidebar. The footer shows "Powered by QuoteIQ." No app download or account creation is required for your customers — they just tap the link and they're in.
How to Share a Portal Link
Go to Tools → Client Portal in your left sidebar.
Click the Settings tab.
Under Share Portal Link, search for the customer by name.
Click Generate to create their unique portal link.
Send the link via SMS directly from the contact profile, or copy it to share however you'd like.
Each portal link is unique and secure to that specific customer. Only information related to their account is visible.
Portal Visibility (Global Settings)
Control exactly which sections your customers can see on their portal. From the Settings tab, you'll find Portal Visibility (Global) with ON/OFF toggles for each section:
Estimates — ON/OFF
Invoices — ON/OFF
Appointments — ON/OFF
Inspections — ON/OFF
Requests — ON/OFF
Request Service — ON/OFF
These settings apply to all customers globally. If you want different visibility for a specific customer, use Customer Overrides.
Customer Overrides
Need to show or hide certain sections for a specific customer? Use the Customer Overrides panel on the Settings tab. Search for any customer and set their visibility independently from your global settings.
This is useful when you want most customers to see the full portal but need to restrict certain sections for specific accounts.
Portal Appearance
Customize the look of your customer portal sidebar to match your brand. From the Settings tab under Portal Appearance, you can adjust:
Sidebar Background — The main background color of the portal sidebar.
Selected Item Background — The highlight color when a menu item is selected.
Selected Item Font Color — The text color of the selected menu item.
Click the pencil icon next to any color to change it. Your company logo and name are automatically pulled from your QuoteIQ account settings and displayed at the top of the portal sidebar.
Custom Menu Links
Add up to 5 custom links to your portal's sidebar menu. These appear alongside the standard navigation items (Estimates, Invoices, etc.) and can link to anything — your website, a specific service page, a booking link, a referral program, or any other URL you want customers to have easy access to.
To add custom links, go to Settings → Custom Menu Links and click + Add.
Managing Service Requests
When customers submit service requests through their portal, they appear in the Requests tab of your Client Portal section. You can:
Search requests by name or description
Filter by status: All, Pending, Accepted, Declined, or Completed
Accept or decline requests
Convert a request into an estimate or scheduled job
Nothing falls through the cracks — every request is logged, searchable, and trackable.
Activity Tab
The Activity tab shows a log of portal activity — giving you visibility into when customers view their estimates, invoices, and other portal content.
Client Portal Has 3 Tabs
Requests — View and manage all incoming service requests from customers.
Settings — Share portal links, configure visibility, customize appearance, add custom links.
Activity — View portal usage and customer engagement activity.
Why Use the Client Portal
Reduce inbound calls and texts — Customers check their own estimates, invoices, and job status instead of calling you.
24/7 self-service — Customers view info and submit requests anytime, even when you're on a job or off the clock.
Capture new work automatically — Service request submission means customers request new jobs without phone tag.
Professional branded experience — Your logo, your colors, your custom links. The portal looks like an extension of your business.
Built-in review collection — The "Leave A Review" link in the customer sidebar makes it easy for happy customers to review your business right after viewing their completed work.
Competitive advantage: No major competitor (Jobber, Housecall Pro, ServiceTitan) includes a self-service client portal with service request submission, inspection viewing, portal appearance customization, and custom menu links at QuoteIQ's price point.
FAQs
Does my customer need to download an app?
Does my customer need to download an app?
No. The Client Portal is web-based. Customers tap the link you send them — no app download, no account creation, no login credentials needed.
Can I control what each customer sees?
Can I control what each customer sees?
Yes. Portal Visibility (Global) lets you toggle sections on/off for all customers. Customer Overrides let you set different visibility for individual customers.
Can I customize the portal's colors and branding?
Can I customize the portal's colors and branding?
Yes. Under Portal Appearance, you can set the sidebar background color, selected item highlight color, and selected item font color. Your company logo and name are automatically displayed at the top of the portal.
Can I add custom links to the portal?
Can I add custom links to the portal?
Yes. You can add up to 5 custom links to the portal sidebar menu — linking to your website, booking page, referral program, or anything else you want customers to access.
Can customers view inspections in the portal?
Can customers view inspections in the portal?
Yes. If Inspections visibility is turned on in your global settings, customers can view completed inspection reports linked to their property.
Can customers pay invoices through the portal?
Can customers pay invoices through the portal?
Yes. Customers can view and pay outstanding invoices directly from the portal using the same Stripe-powered payment system as regular invoice links.
What are the service request statuses?
What are the service request statuses?
Service requests go through these statuses: Pending (just submitted), Accepted (you've accepted the request), Declined (you've declined it), and Completed (work is done). You can filter requests by any of these statuses from the Requests tab.
Which plans include the Client Portal?
Which plans include the Client Portal?
Client Portal is available on all plans — Essentials ($29.99/mo), Beginner ($74.99/mo), Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo).