Let customers help themselves, with no password
Customers sign in with a code sent to their email or phone, then pay invoices, approve quotes, book a time and see their service history on your business's own page.
Invoices / INV-2231
INV-2231
PaidSynced to QuickBooksCustomer
Morgan Lee
Job
JOB-1042 · Water heater repair
Issued
Oct 14, 2026
Terms
Due on receipt
| Item | Qty | Rate | Amount |
|---|---|---|---|
Service call and diagnostic Water heater knocking, 50 gal gas | 1 | $89.00 | $89.00 |
Labor Flush tank, replace anode rod and relief valve | 2 hr | $114.50 | $229.00 |
Magnesium anode rod 44 in, hex head | 1 | $64.00 | $64.00 |
Temperature and pressure relief valve 3/4 in, 150 psi | 1 | $46.00 | $46.00 |
Dip tube Cross-linked PEX | 1 | $40.00 | $40.00 |
Morgan Lee
Work signed off on site · 10:58 AM
- Subtotal
- $468.00
- Tax · 8% on materials
- $12.00
- Total
- $480.00
- Paid
- −$480.00
- Balance
- $0.00
Activity
Sent by text and email
Oct 14, 11:02 AM
Viewed by Morgan Lee
Oct 14, 11:05 AM
Paid $480.00 · Visa •••• 4242
Oct 14, 11:07 AM
Online payment
Card or bank, through Stripe
Customer scans to pay on their own phone. Paid links show a receipt.
Payment
- Card
- Visa •••• 4242
- Amount
- $480.00
- Stripe fee
- −$14.22
- Net
- $465.78
Morgan Lee
14 Maple Ave, Springfield
(217) 555-0198
The short answer
What is a customer portal for a service business?
A customer portal is a private page where customers handle their own account with your business. In ServFlo, customers sign in with a one-time code, no password, and can pay invoices, approve quotes, book or request service, ask to reschedule and see their service history. The portal is on every plan, starting with Core ($49 a month).
No passwords
A 6-digit code by email or text, or a one-tap link in emails.
Pay and approve
Invoices, quotes and autopay for memberships, without a phone call.
Book and request
Book an arrival window or ask to reschedule. Nothing moves until you confirm.
What customers can do
Everything a customer usually calls the office about, on one page with your logo and name.
- See their balance and pay any invoice online, or print it for their records
- Approve or decline quotes
- Book an arrival window, request service, or ask to reschedule or cancel a visit
- Service history with the tech's first name, the sign-off and photos you share
- Their equipment, their memberships and autopay for them
- Update their email, cell number and message preferences, confirmed by code
Bright Air Heating & Cooling
Book a visit · takes about a minute
What do you need?
Pick a day
OctoberArrival window
Service address ZIP
We'll text you a reminder the day before and when your tech is on the way.
Easy to find, careful by design
Customers reach the portal from your own sign-in link, your website or your emails. They see their own records and nothing else.
- A Customer login link on your ServFlo website, or a widget for any other site
- An old invoice or quote link offers sign-in instead of a dead end
- The sign-in page never says whether an email or number is on file
- Never shown: internal notes, costs, other customers or gate codes
- See each device a customer signed in on, and sign them out everywhere
Payments
$6,284.50
Collected this week · 23 payments
Next payout $2,914.36
Arriving Thursday, Oct 15 · Checking •••• 3320
- Succeeded$480.00
Morgan Lee
Visa •••• 4242 · 11:07 AM
- Processing$1,840.00
Hartley Dental
Bank •••• 6789 · 10:22 AM
- Succeeded$29.00
Grace KimAutopay
Mastercard •••• 5510 · 8:00 AM
- Succeeded$245.00
Jen Alvarez
Visa •••• 1881 · Yesterday
- Refunded−$60.00
Riverside Cafe
Amex •••• 1005 · Yesterday
Bright Air Heating & Cooling
Invoice INV-2231 · Morgan Lee
Amount due
$480.00
Secure payment · Powered by Stripe
Questions, answered
Something else on your mind? Ask us and a person will answer.
Do customers need a password for the portal?
No. They enter the email or cell number you have on file and get a 6-digit code that lasts 10 minutes; emails also have a one-tap sign-in link. They stay signed in on that device for 30 days after they last use it.
Can customers pay invoices online in the portal?
Yes, when your business takes online payments through Stripe. They open an invoice and click Pay online, and members can set up automatic payments with a saved card.
Can customers reschedule or cancel a visit themselves?
They can ask. Reschedule or Cancel visit sends your office a request, and the visit stays booked until you confirm. If you offer online booking with arrival windows, they can also book a new time.
How do customers find the portal?
Share your business's sign-in link, put the Customer login link in your ServFlo website's header, or add the login widget to any other website. Old invoice and quote links that you replaced also lead to sign-in.
What can't customers see in the portal?
Your internal notes, costs and margins, other customers, staff contact details, and sensitive fields such as gate or alarm codes. Custom fields only show when you turn on Show to the customer.
Is the customer portal on every plan?
Yes. Customer sign-in and the portal are on every plan and turned on for new businesses. Booking a time from the portal needs online booking, which isn't in every plan; the pricing page shows which ones include it.
Good at your trade. Ready for the business part?
Add your services, invite your crew and send your first quote this afternoon. No card needed to explore, no contract.
- 14 days free
- No card needed to explore
- Unlimited technicians