User Portals

Customer Portal

Self-serve approvals, payments, and subscription management.

LB LawnBeast Product Team

Every customer you invoice gets their own sign-in — a dashboard to see what's scheduled, pay what they owe, say yes or no to a quote, and manage how they pay, without ever having to call or email you to ask.

Who this is for

Contractors tired of being the middleman

"What do I owe you?" and "Can you reschedule Thursday?" are questions a portal answers without a phone call. Customers check their own balance and booking history instead of asking you to look it up.

Anyone waiting on customers to pay

An invoice that says "log in and pay" gets paid slower than one with a Pay Now button already in front of the customer. The portal surfaces the same pay link the public pay page uses, so there's one fewer step between "invoiced" and "paid".

Contractors who send a lot of quotes

A quote sitting in someone's email gets forgotten. A quote sitting in their portal, with an Approve button right there, gets answered.

What it does

Shows upcoming and past bookings. A customer sees what's scheduled, what already happened, and can leave a review or cancel a booking (or a whole recurring chain) themselves.
Pays invoices inline. A Pay Now button on the invoice list and detail view uses the same pay-link logic as your public pay page and Copy pay link button, so it never offers a payment your invoice settings would refuse.
Approves or declines quotes. One click each, with a confirmation step, and the decision locks once the quote is no longer open so a stale tab can't replay it.
Manages payment methods. Customers add and remove their own cards, and bank accounts too if you've turned that on — kept in separate tables since only cards can be set as default.
Takes new service requests. An existing customer can ask you for more work without going through a new signup.
Lets customers manage their own account. Contact info on one page, password and security settings on another.

Bank account payments pay invoices only. Job charges and tips always require a card, regardless of whether you've enabled bank payments.

What you get out of it

Fewer calls asking "what do I owe you?"

Balance, invoice history and booking schedule are all one login away for the customer — not a question that lands back on your desk.

Invoices that get paid faster

The pay button is in front of the customer the moment they log in, using the exact same payment logic as the link you'd otherwise text or email them.

Quotes that don't sit unanswered

Approve and Decline live right on the quote, so a customer can respond in the same place they're already looking at the price.

Common questions

Do my customers need to install anything to use the portal?

No. It's a web sign-in, not an app. Customers log in at your site the same way you do, and the portal is responsive for anyone on a phone.

Can a customer pay by bank transfer, not just card?

Only if you've turned on bank payments (ACH) in your Business Settings, and only for invoices — jobs and tips stay card-only either way. See the guide for how to turn it on.

Can a customer still change their mind after declining a quote?

Not through the portal. Once a quote is no longer open — accepted, declined, or pulled back to draft on your end — the portal's response locks and won't let a customer replay a different answer. Reach out to them directly if you need to revisit it.

Can I control what a customer sees, or is the whole portal always on?

The core surfaces — bookings, invoices, quotes, profile, security — are always there for a signed-in customer. The one thing that's opt-in is bank account payments, which stay off until you enable them.

Does the portal show my branding?

Yes, at a high level — the portal runs under your own domain and branding. The specific document branding (logo, license number, footer terms on invoices and quotes) is a separate feature; see Invoice Branding for that.

Ready to get started?

Self-serve approvals, payments, and subscription management.

Create a free account