Estimate approval
Review scope and line items before accepting the work.
Client Portal
A polished customer experience from approval to aftercare.
Give each customer a branded place to review estimates, sign documents, pay, manage appointments, and retrieve completed-job records.
Book a demo See your workflow, not a canned tour
Client portalLive workspace
Overview
Client portal
Customers
Automations
Reports
Customer portal
Your Model Y PPF project
Tasks complete
3 of 4
Install confirmed · Friday
Focused: Full-front PPF
Interactive product representation using illustrative example data.
The operational problem
Important customer actions are scattered across messages and PDFs.
When approvals, deposits, forms, appointments, and warranties arrive through separate links, the experience feels fragmented and support questions multiply.
Branded mobile experience
Self-serve job actions
Persistent completed-job records
How it works
One connected workflow, from signal to completed work.
- 01
Invite the customer
Send a secure branded link connected to the correct customer and job.
- 02
Collect the next action
Let the customer approve, sign, pay, complete intake, or manage the appointment.
- 03
Deliver the record
Keep invoices, receipts, warranties, and care documents available after the work is done.
What it can do
The feature-specific tools behind the outcome.
Payments and signatures
Complete deposits, balances, and required documents in one flow.
Appointment management
See upcoming work and use the shop's allowed rescheduling options.
Job history
Return to receipts, documents, warranties, and care information later.
A premium PPF handoff
The customer sees one project, not six disconnected links.
The Model Y owner approves full-front PPF, pays the deposit, completes vehicle intake, checks Friday's appointment, and returns for warranty documents after delivery.
Approval and deposit complete
Prep information collected
Warranty delivered after install
The measurable operating outcome
One clear destination for the whole job.
The customer always knows what is approved, paid, scheduled, due, and available after completion.
Branded mobile experience
Self-serve job actions
Persistent completed-job records
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Client Portal.
Do customers need to install an app?
No. The portal is designed as a secure branded web experience that works on the customer's device.
What can customers do in the portal?
Depending on the shop workflow, customers can review estimates, sign, pay, manage appointments, complete forms, and access job records.
Can the portal match my shop brand?
The customer experience uses the shop's identity and keeps the job context consistent.
See Client Portal in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow