01
Accept and pay online
Customers review a branded quote, choose optional extras, accept and sign - then pay the deposit or invoice online. Totals, VAT and discounts recalculate live.
Customer-facing portal
A polished, branded experience for your customers
Send customers beautiful, branded links to view and accept quotes, pay invoices online, sign off completed jobs, book appointments and leave reviews - all mobile-friendly, no login required.
The benefits, at a glance
- Branded public quote and invoice pages
- Online quote acceptance with digital signature
- Pay invoices online by card or bank transfer
- Public job sign-off and customer reviews
- Public booking and lead capture forms
Inside customer portal
02
Sign-off and reviews
Capture a digital signature on completed work through a public sign-off link, then invite customers to leave a public review and rating.
03
Booking and lead forms
Public booking pages honour your working hours and blocked time, while embeddable lead forms and questionnaires capture new enquiries straight into Pipeline.
04
Built for every screen
Every public page is responsive and mobile-friendly, with sticky action bars, image lightboxes and horizontally scrollable line-item tables that just work on a phone.
Explore the rest of Pipeline
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