Client Portal

Give customers one link — they do the rest

No app to download, no password to remember. Your customers open one link to approve work, sign, pay their invoice, and check what's booked — in their own language.

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Worknizer client portal home showing a customer's upcoming visit, invoice, and contract in one place

The back-and-forth after the job is booked

Customers text to ask when you're coming, what they owe, and whether they already approved it.
Contracts go out as email attachments, get printed, signed, scanned — or never come back.
You chase the payment by phone because there's no easy way for them to just pay you.

One place your customers can actually use

One link, no app and no password

Customers get a magic link by email and they're in — no app to install, no password to reset. It's the honest kind of easy: one tap and they're looking at their own account.

Pay the invoice online, keep the PDF

Your customer opens the invoice, pays it online, and downloads the PDF for their records — so you get paid faster and stop chasing the check.

Approve and sign, right on the page

Send a contract and your customer reads it and signs it on screen with their finger or mouse — no printing, no scanning, no 'I'll get to it.' The signed copy is saved for both of you.

Worknizer client portal contract screen with a canvas signature pad the customer signs on screen

See what's booked, ask for a change

Customers can see their upcoming visits and request a change right from the portal — so schedule questions stop landing in your text messages at 9pm.

Message you back and leave a review

The portal has a two-way inbox so customers can reply to you in one thread, and leave a review when the work's done — feedback in one place instead of scattered across texts.

In their language, not just yours

The whole customer portal is available in English, Spanish, and Portuguese — so the people you serve read every invoice, contract, and message in the language they're comfortable with. No app to download, in any language.

Built for your trade

Works together with

Client portal questions, answered

No. The client portal is a web link — nothing to install and nothing to update. Your customer taps the link, and they're in. That's the whole point: the easiest possible thing for a non-technical customer to use.

With a magic link. Worknizer emails them a secure one-tap link, so there's no password to create or remember. (A password and reset are available too, but most customers never need one.)

Yes. Customers can view and pay their invoice online and download the PDF, and they can read and e-sign a contract right on the page — signing on screen with their finger or mouse. The signed copy is saved for both of you.

Yes. The entire customer portal is translated into English, Spanish, and Portuguese, so your customers see their schedule, invoices, contracts, and messages in the language they're comfortable with.

Ready to give your customers one easy link?

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