Roofing Customer Portal Without a Separate Customer Portal
Roofing Customer Portal Without a Separate Customer Portal is how a roofing company keeps approvals, invoices, and visit status inside ServiceFlow Pro instead of paying for a separate customer portal. Built for roofing contractors estimating multi-phase tear-offs and installs with material calculators, weather delays, and photo documentation.
Roofing 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.
Roofing 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.
- Roofing 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