Customer Portal
Your customers, self-served.
A branded portal where clients view quotes, approve jobs, track bookings and pay invoices.
Paige’s Booking:
End-of-lease clean · 23 Aroha St, Mt Eden
Job timeline
Booking #418Booking Confirmed
Mon 14 Apr, 9:02am
Quote SentAccepted
Mon 14 Apr, 9:04am
View Quote
On-My-Way SMS
Today, 1:42pm
Tom is 8 min away
Job Complete
Today, 2:38pm
Next Visit
Fortnightly · in 12 days
Job photos
Balance
Payment Due$145.00
Invoice #2189
$145.00 · due in 5 days
Documents
Invoice-2188.pdf
PDF · 62 KB
Receipt-2188.pdf
PDF · 48 KB
How did Tom do today?
The problem
Stop being the bottleneck for your own customers. They want to check job status, approve a quote, pay an invoice without ringing you. Taskly's portal lets them self-serve and stops your phone ringing for the same five questions.
How it works
Customer Portal in 3 steps.
Step 01
Customer logs in
One branded portal for every job you've done for them.
Step 02
View, approve, download
Quotes, invoices, before/after photos — all in one place.
Step 03
Pay online
Settle invoices straight from the portal — no email chases.
“Clients love being able to see job status without calling us. Our admin time is down by hours every week.”
Ready when you are
Stop running your business in spreadsheets and clunky tools.
Start free for 30 days. No credit card. Cancel anytime.