In this article, you will learn about how your customers experience Workiz through the client portal.
The Workiz client portal is an online central hub designed for your customers to find all the information they need when doing business with your company. The client portal provides your clients with a modern and professional experience, where they can:
- View, approve, sign, and pay estimates and invoices
- View past and upcoming service appointments
- View and update contact and payment details
- Book new services with your company
When sending your clients a link to an invoice or estimate through Workiz, your message will automatically include a link to the client portal. If they have a long history with your company, they will have access to historical information like past services, documents, and payments.
The Workiz client portal is limited to those signed up for Workiz Pay.
Please be aware that the new client portal is currently not compatible with all Workiz features. Clients will automatically be redirected to the old client portal when the following features are enabled:
- Two-way invoice sync (QuickBooks Online)
Viewing and paying due balances
When opening the client portal, your clients will be directed to the Inbox tab, where they will be presented with a list of all of the unpaid estimates and invoices that have been sent to them. They can select an individual invoice to view the document, approve of the estimate, and provide payment.
All of their documents will include relevant statuses so they can easily determine which invoices still require payment or which estimates still require approval.
Invoices and estimates can be paid individually or in bulk. If your client chooses to make a bulk payment, your records will show a series of individual payments tied to the correct invoices or estimates.
Viewing past and upcoming services
The My booking tab of the client portal will display both the upcoming and past jobs linked to this client.
They will be able to view the job’s date, service (job type), service location, and the assigned tech. Each job will feature a link to add the service appointment to their personal calendar.
The Inbox tab will include a list of proposals you've sent to this client, where they can view and approve an estimate from the proposal.
Booking new services
Clients will be able to book new services with your company on the web and over the phone. The client portal will feature a link to your Booking Services portal as well as your company phone number.
Viewing and updating client information
The client portal also gives your customers access to their client profile details. They can access this information by selecting their avatar on the upper-left corner of the client portal.
From there, they will be able to update their:
- Contact information (e.g., name, email, phone number)
- Payment methods (e.g., cards on file, default card)
They will also be able to view their payment history. If the payment is linked to an estimate or an invoice, selecting the payment will allow them to view the associated document.