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Customer Portal

A professional experience your clients will love.

Give every client their own secure portal to approve quotes, view job progress, download invoices and pay online — all without a single phone call.

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traqR — Customer Portal

Quote approvals online

Clients receive a branded link, review the quote and approve or ask questions — no back-and-forth email chains.

Live job progress

Clients see real-time job status, scheduled visit times and technician notes as the work happens.

Document access anytime

Quotes, invoices, service reports and compliance certificates all available to download in one place.

Online payments

Clients pay invoices by card directly through the portal — faster payment, less chasing.

Branded to your business

Your logo, your colours and your domain. The portal looks like it belongs to your business, not a generic software company.

Reduce support calls

Clients find their own answers — job status, invoice copies, visit schedules — so your office spends less time on the phone.

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Quoting & Estimating Price Book Client CRM Quote Templates

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