Customer Portal Software
Empower your customers
The key to any successful business is good relationships with your customers. Provide industry-leading service by allowing your customers to view quotes, check appointment details, pay invoices using a credit card, and so much more—all from your Customer Portal.
Top features to help you empower your customers
Estimates
Win more business by simplifying estimate approvals.
Appointments
Allow your customers to view past and future appointments.
Invoices
Make paying invoices a hassle-free experience.
Documents
Allow your customers to view their previous paperwork.
Work Requests
Let customers book jobs through your website.
Estimates
Reduce the back-and-forth
GorillaDesk reduces your close time by giving potential customers the power of choice. The Customer Portal allows them to view all of their estimates at a glance, and when they’re ready to move forward, sign digitally from anywhere, on any device with the power of eSignatures.
Simplify estimate approvals
Appointments
Build customer trust
The key to any successful business is good relationships with your customers. With the Customer Portal, your customers can see the date, time, and address of their appointments, as well as the first name and photo of any team members assigned to their account.
Provide industry-leading service
Invoices
Accept payments online
The Customer Portal lets your customers view which of their invoices are past due and make a payment with just a few clicks. Best of all, GorillaDesk automatically records the amount in your account and integrates with QuickBooks Online. Simply put, getting paid through the Customer Portal is fast, easy, secure, and perfectly integrated.
Make paying invoices hassle-free
Documents
Allow your customers to view previous paperwork
GorillaDesk makes it easy to access all your documents in one place and allows your customers to view previous paperwork whenever they want to from your Customer Portal. You can give customers access to their documents via a secure email link, or you can add a login button to the Customer Portal widget on your website. Either way, your customers don’t have to worry about remembering and managing their passwords!
Streamline your paperwork process
Work Requests
Win more business
Time is money. Instead of playing phone tag with your customers, you can now provide them with a convenient way to request more work. It’s called the Customer Portal! When you receive a work request through the Customer Portal, GorillaDesk sends you an email and alerts you inside the app. This allows you to quickly convert these requests into jobs on your calendar and money in your pockets in just a few clicks.
Let customer book through your websiteFrequently asked questions
What is Customer Portal software?
In order to take your customer service to the next level, you’ll need the proper tools. Customer Portal software, like GorillaDesk, allows your customers to access and manage important information at THEIR convenience, so you don’t have to worry about extra calls and emails.
Do I need a website to use the Customer Portal?
Nope! You do NOT need a website to use the Customer Portal. Your customers can access your portal by clicking a secure link that you can easily add to any of your communications. There’s literally nothing holding you back from offering around-the-clock customer service!
Can customers still pay with cash or checks?
Absolutely! Providing your customers with multiple ways to pay means you get paid faster. Not only can you accept credit card payments online, but you can also receive traditional payment options in the field, like cash or checks. At the end of the day, GorillaDesk is here to make sure you put more money in your pocket faster than ever before.
Can my customers book jobs online?
Not yet! When a customer submits a work request through the Customer Portal, you receive an email and alert inside GorillaDesk. This allows you to double-check your calendar for scheduling conflicts before giving them the green light. Once you’re ready to move forward, converting the work request into an appointment is as easy as point, click, drag, and drop.
See it run on your routes
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