The client portal is every homeowner's window into your service. It is branded to your shop (your logo, your brand color, your business name throughout — not Servicio's). Homeowners never need to know the platform underneath.
The portal home page
- Next visit. Date, time window, service, assigned tech (if set).
- Most recent visit. Thumbnail of photos, link to detail.
- Unpaid invoices. Prominent, with pay button.
- Quick actions: "Pay now", "Request a visit", "Update contact info."
Visit history
Every completed visit with date, service, photos, checklist answers, chemistry (if pool), and tech signature (if captured). Clients can scroll back indefinitely; nothing is hidden.
Invoices & payment
List of all invoices with status (paid, unpaid, overdue). Clicking an invoice opens the detail with the pay button, downloadable PDF, and payment history.
Profile
Client can update: name, email, phone, preferred language, notification preferences, payment method on file. Changes write to the audit log on your side.
Most homeowners never visit the portal after the initial magic-link tap — they interact via the SMS and email notifications. That's fine. The portal exists as a fallback and an authoritative record. Visitor count is not a portal health metric.
Portal URL paths are tenant-slug prefixed (
/t/{slug}/portal), not on a subdomain. We have custom-subdomain support on the Q4 roadmap (your-domain.com/portal), but for now, every portal URL reads "servicio" in the path.