Customer Portal

One link for every job. Fewer calls to answer.

Each customer gets one portal link for every booking, quote and invoice. They check the time, accept quotes and pay online, without ringing you. No login needed.

30 days free · No credit card · Cancel anytime

You shouldn't be the help desk.

Customers ring to check the time, ask for the invoice again or find last month's quote. With the portal, it's all behind one link, so they can look it up and pay without waiting on you.

How it works.

  1. Step 1

    One link per customer

    Every booking, quote and invoice for Paige sits behind the same portal link.

  2. Step 2

    Paige checks in anytime

    She sees her upcoming clean, the quote she accepted and what's left to pay.

  3. Step 3

    She pays online

    Card, Apple Pay, Google Pay, Afterpay, Klarna or bank transfer. No calls to chase the balance.

Everything your customers ask about, in one place.

  • One link for everything

    Bookings, quotes and invoices for each customer, all behind the same link.

  • Accept quotes online

    Customers tick any optional extras, watch the total update and accept.

  • Flexible ways to pay

    Card, Apple Pay, Google Pay, Afterpay, Klarna or bank transfer. Upfront, a deposit, or after the job.

  • Upcoming bookings

    Customers see the confirmed date, time and address for their next job.

  • Day-before reminders

    A reminder goes out the day before each booking, so nobody forgets.

  • Photos and documents

    Share job photos and documents to the portal when you choose to.

“The team always goes above and beyond to help their clients succeed. It's not just a booking system but has a full range of features – booking, invoicing, quoting, reminders, and more – all in one platform. With a bit of learning, it quickly becomes a cost-saving platform!”
DGDaniOwner — The Groomery

Questions, answered.

Anything else? A real person in NZ will reply.

What can customers see in the portal?
Their bookings, quotes and invoices, plus any photos and documents you choose to share. They can accept a quote, choose optional extras and pay online.
How do customers pay?
By card, Apple Pay, Google Pay, Afterpay, Klarna or bank transfer. You choose whether to take full payment upfront, a deposit, or invoice after the job.
Can customers book or move a time themselves?
No. Customers request work and accept quotes. You schedule the job, and they see the confirmed time in their portal.
Do customers need to log in?
No. There's no account or password. Customers open their portal link on any device and everything is there.
Will customers get reminders?
Yes. Taskly sends a reminder the day before a booking, and automatic reminders follow up on unpaid invoices.

Get your evenings back.

Start free for 30 days. No credit card, no lock-in. Set up from your website, with a co-founder on call if you want help.

Start Free Trial