Give Your Customers Their Own Portal
The WorkZen client portal, also called a customer portal, gives every client a secure passwordless login to approve estimates, pay invoices, and see upcoming visits. All under your branding.
Acme Plumbing
Client Portal
Estimate #204
$2,450
Awaiting your approval
Estimate #198 approved
Client portal or customer portal? Same feature, two names. Some businesses say client portal, others say customer portal. WorkZen calls the setting Client Portal, and your customers will just call it your website.
Passwordless Sign-In Your Clients Will Actually Use
No accounts to create, no passwords to forget, no reset emails. Clients type their email, get a secure one-time link, and they are in. The link works once and expires in 15 minutes.
- One-time email link, nothing to remember
- Share one stable portal link, or send personal invites
- Works on any phone or computer, no app needed
Signing in, the easy way
Client enters their email
Secure link lands in their inbox
One click, nothing to remember
Signed in to their portal
Estimate #204
$3,200
Invoice #318
$1,850
Online payment appears when card payments are enabled
Estimates Approved and Invoices Paid, Without a Phone Call
"What do I owe?" and "where is that estimate?" answer themselves. Clients open their documents, approve or decline estimates, and pay invoices online when card payments are set up.
- Approve or decline estimates in one tap
- Pay invoices online with card payments
- Job reports you send are there too
Upcoming Visits and Full Job History
Clients see when you are coming and what you have done. Upcoming visits, past jobs, and sent documents live in one place, so the "when are you coming?" calls stop.
- Upcoming visits with dates and time windows
- Complete history of jobs and documents
- The portal link never changes, easy to bookmark
The portal wears your company name, logo, and accent color. Your brand, not ours.
Upcoming Visits
AC Maintenance
Arriving 9:00 to 11:00 AM
Filter Replacement
Arriving 1:00 to 3:00 PM
Fall Tune-Up
Arriving 8:00 to 10:00 AM
They See Their Business, Never Yours
Every client sees only their own records. Drafts, internal notes, your costs, and your team details stay private, always.
- Only sent documents are visible, never drafts
- Internal notes and costs stay internal
- Each client sees their own data only
Frequently Asked Questions
Everything about the WorkZen client portal
Yes. Client portal and customer portal are two names for the same thing. WorkZen calls the setting Client Portal, and it gives your customers a secure sign-in to see their estimates, invoices, upcoming visits, and job history.
Give your customers the portal they expect
Fewer status calls, faster approvals, invoices that get paid online.
Client portal available on ZenGrow and ZenAI plans