In short
A contractor client portal is a private page each customer uses to view their quote, sign a contract, pay an invoice and message the contractor. Work Pilot includes a portal on every plan so homeowners have one link for the whole job.
The problem this solves
- ✕Answering the same 'what's happening on my job' texts five times a week.
- ✕Customers losing the emailed quote PDF and asking you to resend.
- ✕Invoices that need a phone call to explain.
- ✕No easy way for a homeowner to pay online.
How it works
Built for the day-to-day of a small contractor crew.
Quotes & e-signature
Customers view, discuss and sign a quote from the portal on any device.
Files & photos
Share progress photos, plans and permits in one place.
Online payments
Pay a deposit, milestone or final invoice with a card, right from the portal.
Job messaging
Every conversation stays tied to the job — for you and for the client.
Notifications
Customers get a nudge when there's something new; no chasing you for updates.
Secure per-customer access
Each portal link is scoped to that customer — no sign-up hoops, no shared logins.
Who uses this
Related pages
Frequently asked questions
Does the customer need an account?+
No. Each customer opens their portal through a secure link — no signup required.
What can the client see?+
Only their own quotes, contracts, invoices, payments, messages and files for their job. Nothing about your other customers.
Can they pay from the portal?+
Yes. Card payments are supported, and every payment updates the invoice balance in real time.
Is the client portal on every plan?+
The portal is available on Pro plans. The 30-day free trial includes the full portal.