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Customer Portal

A Customer Portal Your Clients Will Love

Give your customers a professional self-service portal for payments, appointments, and communication. Reduce phone calls and improve customer satisfaction.

Benefits for Everyone

The customer portal makes life easier for both you and your customers.

For Your Customers

  • 24/7 access to their account
  • Easy online payments
  • No phone calls needed
  • Complete service history
  • Request appointments anytime

For Your Business

  • Fewer phone calls and emails
  • Faster payment collection
  • Reduced admin work
  • Better customer satisfaction
  • More referrals

Complete Customer Portal Features

Everything your customers need to manage their relationship with your business.

Branded Customer Portal

Give customers their own portal with your branding. They can access their account 24/7 without calling your office.

Online Payments

Customers pay invoices directly through the portal with credit card or ACH. Get paid faster with less effort.

Appointment Requests

Customers can request service appointments online. You review and approve requests from your dashboard.

Invoice History

Customers view all their invoices, payment history, and account balance in one place. No more sending duplicate invoices.

Direct Messaging

Built-in messaging lets customers communicate with you without phone calls or separate email threads.

Service Notifications

Automatic notifications keep customers informed about upcoming services, completed jobs, and new invoices.

Review Requests

Automatically request reviews after completed services. Build your online reputation effortlessly.

Property Management

Customers with multiple properties can view and manage each one separately through their portal.

Service History

Complete history of all services performed, including dates, crews, and job notes.

Referral Program

Built-in referral system lets happy customers earn rewards for referring new business to you.

Secure Access

Bank-level security protects customer data. Each customer gets their own secure login credentials.

Mobile-Friendly

The portal works perfectly on phones and tablets. Customers can access their account from anywhere.

Get Paid Faster with Online Payments

Let customers pay their invoices online, anytime.

Accept credit cards, debit cards, and ACH payments
Customers pay directly from their invoice email
Automatic payment confirmations and receipts
Secure payment processing through Stripe
Set up automatic recurring payments
Track all payments in one dashboard
Reduce average collection time significantly

Customer Portal FAQ

Common questions about Grassly's customer portal.

Do my customers need to download an app?

No! The customer portal is web-based and works in any browser. Customers simply click a link in their email or bookmark their portal URL. No downloads required.

Can I customize the portal with my branding?

Yes, your business name and logo appear throughout the customer portal. Customers see your brand, not Grassly, creating a professional, cohesive experience.

How do customers access their portal?

Each customer gets a unique, secure link to their portal. They can access it from invoice emails, appointment reminders, or by bookmarking their portal URL.

Is customer data secure?

Absolutely. We use bank-level encryption for all data. Payment processing is handled by Stripe, a PCI-compliant payment processor trusted by millions of businesses.

What payment methods do you support?

Customers can pay with credit cards (Visa, Mastercard, American Express, Discover) or ACH bank transfers. You can choose which payment methods to offer.

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