Customer portal / AxiomBlue

Give customers a clear view of their work.

Let customers check their quotes, invoices, job progress and shared paperwork through a dedicated customer experience.

Customers can review quotes and accept eligible quotes through the portal.

Plan fit: Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply. Compare plans →

See how it works ↓ Explore the demo ↗

A practical workflow / Example

“Can you send that invoice again?”
  1. 01
    Configure accessCheck the customer portal settings and record access.
  2. 02
    Review what is sharedCheck the customer-facing documents and job information.
  3. 03
    Introduce the portalGive customers the sign-in path for their records.

The part of your day this changes

Give customers a clear view of their work.

Let customers check their quotes, invoices, job progress and shared paperwork through a dedicated customer experience.

01

Keep decisions moving

Customers can review quotes and accept eligible quotes through the portal.

02

Make billing clearer

Give customers invoice detail, received payments and the remaining amount due.

03

Share the progress

Expose the appropriate job progress, photos and paperwork to the customer.

Picture it in your business / Example

“Can you send that invoice again?”

A customer signs in to find their invoice and payment history, with the related work available in the same customer experience.

Where to find it
Business Settings → Customer Portal · Customer portal sign-in

A practical starting point

  1. 01

    Configure access

    Check the customer portal settings and record access.

  2. 02

    Review what is shared

    Check the customer-facing documents and job information.

  3. 03

    Introduce the portal

    Give customers the sign-in path for their records.

Try the workflow in the demo ↗

Know what’s included

The right plan for the way you work.

Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply.

Compare plans, limits and pricing →

Explore the detail

What you can work with.

  • Customer sign-in
  • Customer quotes and acceptance
  • Invoice detail and payment history
  • Online payment when connected
  • Job status and progress
  • Shared photos and paperwork

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: get paid & keep customers informed →

Before you get started

A few useful answers.

Have a specific workflow in mind? Talk it through with us.

Where do I find customer portal?

Business Settings → Customer Portal · Customer portal sign-in. Available controls depend on your permissions and enabled features.

Which plan do I need?

Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Invoicing

The job is done. Get the bill moving.

Keep the final step connected to the work that earned it.

 Branded documents & templates

Make the paperwork look like your business.

Use quote and invoice layouts that support the information customers need.

 Customer SMS

Keep the update short. Keep a record of it.

Compose a customer SMS with the relevant message and recipient.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →