Client Portal
Your clients deserve better than email threads.
Every paying plan includes a branded portal where customers self-serve everything — and you look like a $100M company without acting like one.
Client-facing
Show your work. Get paid faster.
Send a clean, branded invoice link with before/after proof of the job. Clients see exactly what you did — no app to download, no login required.
Available today
Shareable invoice link
Send a secure link — no login needed. Clients see the invoice and photos.
Before & after photos
Upload paired photos with the swipe-to-compare slider built in.
Coming soon
Online payments
Stripe-powered cards & ACH on hosted invoices.
Self-serve client login
Branded portal with full job history and recurring schedule.
Invoice #1042
Sanchez Residence
Service date
Mar 12, 2026
AC tune-up · Tech: Carlos
Total
$285.00
Paid Mar 13 · Card ending 4242
Coil cleaning · drag to compare
Stop juggling spreadsheets.
Start running your shop.
Join Phoenix-area trades using RiseCRM to book more jobs, get paid faster, and spend less time on paperwork.
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