Cut Admin Time in Half
Give customers a branded portal to book online, accept quotes, pay invoices, and view service history. You stop answering calls, they get instant service—everyone wins.
What Your Customers Can Do (Without Calling You)
Every feature designed to reduce your workload
Book Appointments Online
Customers see your availability, pick a time, book instantly. Confirmed automatically, added to your schedule. No phone tag.
Accept Quotes Digitally
View quote, click 'Accept', done. Converts 40% more quotes because it's instant. No printing, scanning, or mailing.
Pay Invoices in 60 Seconds
One-click payment with saved card or bank transfer. Receipt emailed automatically. No checks, no cash, no delays.
Reschedule Themselves
Customer realizes they'll be gone Thursday? They drag appointment to Friday. You get notification, approve if it works.
View Service History
When did you last clean? What did it cost? How often do I have you come? All answered without calling.
Update Contact Info
New phone number? Different email? They update it themselves, instantly syncs to your CRM. Always accurate.
Real user data: 75% of customers use self-service when available. That's 15-20 hours per week you get back.
Your Day Before vs. After Portal
See the difference self-service makes
Without Portal
9:00 AM: Answer call from Mrs. Johnson wanting to book next week
10:30 AM: Customer calls asking when you were last there (look it up in spreadsheet)
12:15 PM: "Did you send my quote?" (dig through sent emails)
2:00 PM: "I need to reschedule Thursday" (update calendar, call next customer to fill slot)
3:30 PM: "How do I pay you?" (explain check or Venmo)
5:00 PM: Follow-up call on unpaid invoice from 2 weeks ago
Result: 2-3 hours of interruptions, constant context switching
With Portal
9:00 AM: Notification: "Mrs. Johnson booked for next Tuesday at 2pm"
10:30 AM: (Customer looked up service history themselves)
12:15 PM: Notification: "John Smith accepted quote for $450"
2:00 PM: Notification: "Sarah wants to move Thursday to Friday" (approve in 10 seconds)
3:30 PM: Notification: "Payment received: $325"
5:00 PM: (Automated reminder already sent, customer paid online)
Result: Focus on cleaning windows, handle requests in batches
Make It Yours: Custom Branding
Your branded portal with custom colors and logo
All Plans Include
- • Your company logo
- • Brand colors (primary + accent)
- • yourcompany.sergio.app/portal
- • Professional customer-facing portal
Why it matters: A branded portal with your logo and colors makes you look professional and established. Customers can book, pay, and view their history 24/7—without calling you.
Mobile-First Design
70% of customers access portals from phones
Lightning Fast
Loads in under 2 seconds on 4G. Optimized images, minimal JavaScript.
Touch-Optimized
Big buttons, swipe gestures, thumb-friendly layout. No zooming or squinting.
Secure Login
Face ID / Touch ID support. Password reset via email. 2FA available.
Bank-Level Security
Your customers' data is protected
Encryption
TLS 1.3 in transit, AES-256 at rest. Same standards as online banking.
Compliance
PIPEDA compliant (Canada), PCI-compliant payment processing (Stripe).
Access Control
Customers only see their own data. Email verification required.
Backups
Daily automated backups, 30-day retention, geo-redundant storage.
Give Your Customers 24/7 Self-Service
Customer portal included in all plans—even Solo
* Performance metrics (50% less admin time, 75% self-service adoption) are estimated based on industry averages and customer feedback. Actual results may vary depending on your business operations and customer behavior.