Client Portal

The Client Portal lets your clients view quotes, approve work, pay invoices, and request services - all without calling you.

Overview

Each client gets their own branded portal at:

{yourcompany}.yardpilot.io

What Clients Can Do

• View quotes - See quote details and pricing
• Approve quotes - Accept with one click
• View invoices - See what they owe
• Pay invoices - Pay online securely
• Request work - Submit new service requests
• View history - See past work and invoices

No Login Required

Clients access their portal via secure magic links sent by email - no passwords to remember.

In This Section

• For Your Clients - Guide you can share with clients
• Quote Approvals - How clients approve quotes
• Invoice Payments - Online payment options