Cleaning Customer Portal Without a Separate Customer Portal

Cleaning Customer Portal Without a Separate Customer Portal

Cleaning Customer Portal Without a Separate Customer Portal is how a cleaning company keeps approvals, invoices, and visit status inside ServiceFlow Pro instead of paying for a separate customer portal. For residential and commercial cleaning companies that live on recurring appointments, crew routes, and quality checklists per site.
Cleaning Customer Portal Without a Separate Customer Portal puts approvals, invoices, and visit status on the customer and the job, so the office does not retype the same visit into a separate customer portal. Homeowners approve and pay without a second account product. Status stays attached to the job they already booked.
Cleaning Customer Portal Without a Separate Customer Portal leaves the outside network in place. Customers pay the invoice you created. Card processing still runs through Stripe or Helcim.

What stays connected

Customers pay the invoice you created. Card processing still runs through Stripe or Helcim.

What you stop renting

ServiceFlow Pro stands in for a separate customer portal.
  • Cleaning customer portal on the same customer record as the job
  • Homeowners approve and pay without a second account product
  • Status stays attached to the job they already booked

Questions