Self-service for customers.
Give your customers a branded portal where they can view their schedule, pay invoices, approve estimates, and request services — without calling your office. Reduce inbound phone calls by 30-40% and get paid faster with online payments. The customer portal is included in every GreenSpace plan.
Portal Features
The customer portal turns your most common phone calls into self-service actions. When customers can check their schedule, pay their bill, and request changes online, your office staff can focus on sales and operations instead of answering routine questions. Learn how self-service portals help reduce collection calls in lawn care.
Service Schedule View
Customers see their upcoming service dates, which services are scheduled, and approximate time windows. When a service is completed, they see the date, technician notes, and any photos taken on-site. No more "when is my next service?" calls.
Online Invoice Payment
View all invoices (paid and outstanding), pay with credit card or ACH bank transfer, and set up autopay — all without calling your office. Online payment typically reduces average collection time by 5-10 days. Support for partial payments and payment plans.
Estimate Approval
Send estimates to customers via the portal for review. They can approve, decline, or request changes with a single click. Approved estimates automatically convert to scheduled services. No more printing, mailing, and waiting for signed contracts.
Service Request Submission
Customers can request new services (aeration, overseeding, one-time cleanups) directly through the portal. Requests appear in your CRM queue for review and scheduling. Capture the upsell revenue from customers who want additional services but don't want to call.
Magic Link Authentication
No passwords. Customers receive a secure magic link via email or SMS and are logged in instantly. The link expires after use for security. Eliminates password reset requests and the friction that prevents customers from using the portal.
Company Branding
Your logo, company name, and brand colors throughout the portal. Customers see a professional, branded experience — not a generic third-party tool. Custom welcome messages and company announcements on the portal dashboard.
Service History & Photos
Complete service history with dates, services performed, technician notes, and before/after photos. Customers can see exactly what was done on each visit. Reduces disputes and builds trust through transparency.
Contact & Payment Management
Customers can update their own contact info, address, and gate codes. Manage stored payment methods, switch between credit card and ACH, and update expiring cards — all self-service. No more calling to update a credit card number.
Customer Portal: GreenSpace vs Competitors
| Feature | GreenSpace | Jobber | Service Autopilot |
|---|---|---|---|
| Customer portal | ✅ Branded | ✅ Branded | ✅ Branded |
| Online payments | ✅ Card + ACH | ✅ | ✅ |
| Estimate approval | ✅ One-click | ✅ | ✅ |
| Service requests | ✅ | ✅ | ✅ |
| Magic link login | ✅ Passwordless | ❌ Password | ❌ Password |
| Service photos | ✅ | ✅ | ✅ |
| Self-service updates | ✅ Full | ✅ Limited | ✅ Limited |
| No app download | ✅ Browser link | ❌ App required | ❌ App required |
Free 14-day trial · No credit card required