Client portal

A branded home base for every customer — included.

Customers book service, approve estimates, pay invoices, and watch project updates from one clean portal. Less phone tag, more repeat work. Your logo, your colors.

Start free trial $39/mo · 14-day trial · No card
CrewOpsPro client portal with booking, payments, latest updates, and loyalty rewards

Self-serve booking

Customers pick a service and a window. The request lands on your schedule for approval — never on a third-party booking site.

Approve, sign, pay — in one place

Estimates, signatures, and invoices live on the same portal the customer already knows how to use.

Updates that close the loop

Push project updates, seasonal reminders, and photos. Customers come back because they remember you.

Loyalty + referrals built in

Points for completed jobs, rewards for referrals. The kind of retention engine usually buried in $300/mo software.

How it stacks up.

What you usually get on a "Pro" tier elsewhere vs. what's in the box at $39/mo.

Most field service appsCrewOpsPro
Branded customer portalHigher tier onlyIncluded
Online booking requestsOften a paid add-onIncluded
Loyalty / referralsSeparate productBuilt in
Project updates feedRareIncluded

Why client portal matters for a small crew

Customers book service, approve estimates, pay invoices, and watch project updates from one clean portal. Less phone tag, more repeat work. Your logo, your colors. That sounds simple on a marketing page, but for a 1–10 person contracting business it's the difference between getting home for dinner and spending another two hours at the kitchen table trying to figure out what got billed, what didn't, and which tech is supposed to be where in the morning. CrewOpsPro is built for the contractor who is doing the work, running the office, and answering the phone — often all at once.

We didn't bolt this feature onto an enterprise platform and ship it. We started with the workflow a real small crew runs every day and worked backward into the software. That's why the client portalworkflow inside CrewOpsPro takes a handful of taps on a phone instead of clicking through three nested menus on a desktop you don't have time to sit at.

What you actually get

Everything listed above is included in the base $39 a month plan for up to ten team members. There is no higher tier that unlocks client portal once you grow. There is no per-user surcharge when you add your fourth tech in the spring. The feature works the same on day one as it does on day three hundred, on a desk in the office or on a phone in the cab of a truck on a job site with two bars of signal.

How client portal fits the rest of the system

CrewOpsPro is one product, not a suite of bolt-ons. Client portal talks to scheduling, scheduling talks to invoicing, invoicing talks to the client portal, and the client portal feeds back into your customer record. You're not jumping between five logins or syncing data between three tools that disagree about what time the job started. One database, one mobile app, one monthly bill.

Getting started

The trial is fourteen days and doesn't require a credit card. Most teams import their customer list and run their first real client portal workflow inside an hour. If you get stuck, email us and a real person who has actually worked in the trades will write back, usually within a few hours during business hours. No chatbots, no offshore script readers, no upsell to a "success plan."

Pairs well with

Frequently asked questions

Ready to run a tighter operation?

Start your 14-day free trial. No credit card. Be scheduling jobs in 5 minutes.

$39/mo flat · No contracts · Cancel anytime

Start free — no credit card

$39/mo flat · Cancel anytime

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