Magic link, no password

Let clients sign, pay, and request service — without a password.

Every "I forgot my password" call is a wasted minute. The Client Hub uses magic-link tokens to give clients instant, secure access to quotes, invoices, equipment, and upcoming visits. No app to download. No password to set. No support call to make.

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Who this is for

Operators who want a self-serve customer experience

If your office is fielding calls about "where's my quote / can I pay online / when are you coming?", the Client Hub answers all three at once — without the customer having to download anything or remember a password.

Owners Office managers Clients

Quotes: review, approve, e-sign — in one tap

Send a quote. Your client gets an email or SMS with a magic link. They click, see the quote in their portal, review the line items, and tap to approve. Their signature, the date and time, and where they signed from are all recorded. The quote turns into an approved job on your dispatch board automatically.

  • Magic-link delivery via email or SMS
  • E-signature captured right in the client's web browser
  • Quote view events tracked (when did they open it?)
  • One-click conversion to scheduled job on approval
Client portal quote with line items and an Accept & e-sign action
Quote portal — magic link, approve, signed job

Invoices: see, pay, done

Same magic-link flow on the invoice side. Client lands on the invoice page, sees the breakdown, taps "Pay now," enters a card, and the payment lands in your connected Stripe account. Payment receipt auto-emails. Invoice status is marked paid the moment the card payment goes through.

  • One-tap pay via Stripe Connect (your account, not ours)
  • Apple Pay / Google Pay supported
  • Auto-emailed receipts
  • Per-record toggle: hide online-pay if you want check-only
Client portal invoice with a one-tap Pay button
Invoice pay — magic link, enter card, paid

Service requests pipeline

Clients can request work directly through the Client Hub. Submissions land in your service-request pipeline (open → triaged → quoted → converted). One click promotes a request to a quote or a job — context, address, and contact info already populated.

  • Public request form (lives at your portal web address)
  • Operator pipeline view: triage, archive, convert
  • One-click conversion to quote or job
  • Automatic acknowledgement email to the client
CrewHub360 service-request pipeline from new lead to quote
Service-request pipeline — lead to quote to job

Equipment register and upcoming visits

Clients see every piece of equipment you've installed at their location — with serial numbers, install dates, warranty status, and full service history. They also see upcoming scheduled visits, so they're not calling to ask "when are you coming?" anymore.

  • Per-location equipment list with photos and serials
  • Service history per asset (every visit, every part)
  • Warranty expiry surfaced
  • Upcoming visits with arrival window
Client portal equipment register with warranty and service history
Equipment register — per-location, with service history
Pairs well with

Round out the customer experience

Get paid faster

Stripe Connect direct billing — clients pay straight into your account through the portal.

Learn more →

Scheduling & dispatch

Conflict-aware drag-and-drop, skill-based dispatch, route optimization, live tech GPS.

Learn more →

Marketing & growth

Lead source tracking, automated review requests, referral program, campaign ROI by source.

Learn more →
FAQ

Client Hub: common questions

What is magic-link sign-in?

Each time you send your client a portal link (quote, invoice, request response), CrewHub360 creates a unique link tied to that item. Clicking it logs them straight into the portal — no password to set up, no password to forget, nothing shared around. Links expire on their own, and you control how long each kind stays good for.

Can clients submit service requests?

Yes. The Client Hub includes a service request form. Submissions land in the operator's request pipeline (open → triaged → quoted → converted) and can be auto-converted to a quote or job in one click.

What can clients see in the portal?

Quotes (with one-click approval and digital signature), invoices (with one-click pay via Stripe Connect), upcoming scheduled visits, equipment register at their location with service history, and any messages or files you've shared on jobs they're attached to.

Is the portal secure if there's no password?

Yes. Each magic link works for one purpose only and expires; it only opens the specific record it was sent for. We keep a record of every time a link is used. Clients never get staff-level access, and their view is completely walled off from your internal app.

Can I see the portal the way a client sees it?

Yes — admins can use the 'Log in as Client' action, which opens a 15-minute view of the portal under your own account, and every use is recorded.

Does the portal honor my brand?

Visually it ships in a clean default style. Per-record toggles let you control deposit visibility, online-pay visibility, and what each client sees on quotes/invoices. Logo and tenant about-text are pulled from your business profile.

Ship a client portal in an afternoon

Free trial. No credit card. Magic-link portal works as soon as you send your first quote or invoice.

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