Customer Portal

One link with everything about their move

Status and arrival window, chat with the office, coverage, photos, documents and payments — on one page your customer opens from a text. No app to install, no password to remember.

Quote ready$4,580–5,039a $1,145 deposit locks Jul 20
Arrival window1–2 PMtext sent 30 min out
Inventory

They list their rooms. The estimate keeps up.

Customers add what they’re moving, room by room, from your catalog with photos. Each change saves on its own and reprices the job right away — in their portal and on the job in your office.

Messages

Keep every customer in the loop — by chat, text and email

Answer in the job’s chat and it shows up in their portal — or switch it to SMS and it lands on their phone. Confirmations and reminders go out by email and text on their own, at the right moment of every move.

A customer on the porch steps beside packed boxes
Kestrel Moving Co.

Hi Emma! Your move is TOMORROW Mon, Jul 20 at 1–2 PM. Our team is ready. See you then!

Portal chat

Answers, photos and details stay on their move page, in one thread with everything else about the move.

Text messages

Switch the same box to SMS when it can’t wait. Their replies land back on the job.

Automations

Confirmations, reminders and review requests go out by email and text on their own.

Automatic

From request to review, every step sends itself

The right email at every step of the move, sent by your automations. Click any part of one to change its words, and see it as your customer will — on a phone or in dark mode.

    Payments

    Deposit and balance, paid without a phone call

    Customers see what they owe, what is due later and what they have paid — and pay by card from the same page. Receipts go out by email on their own.

    • A deposit holds the date; the rest is due after the move.
    • Money that isn’t due yet never shows up as owed.
    • The office sees it land in the job’s Payments tab the same minute.
    kestrel.moveconsole.com/portal/km-229
    ReceivablesOffice
    Owed now$0.00
    Not yet due$3,435.00
    KM-229Emma CarterDue Jul 15
    Payment received$3,435.00 · Visa •••• 4242
    1The customer opens the portal
    Reviews

    Happy customers review you. Unhappy ones talk to you first.

    After the move, customers land on a thank-you page with your Google, Yelp, Facebook and BBB links — and a button that opens a chat with the office instead.

    • One tap to the review site they already use.
    • A way to fix things before they end up in a public review.
    • Sent on its own a few days after the move, if you switch it on.
    Opens your Google pageFive stars in two taps
    1Thank you, and where to say it
    No app, no password

    One code by text, or one tap from email

    The portal never asks for a password. Customers tap “Text me a sign-in code” and enter six digits — or open the sign-in link from your email and land straight in their move. Codes and links only go to the phone and email already on the request.

    The office side

    Everything they do lands in the job

    No forwarding, no copying from texts. When a customer signs in, adds items, uploads photos or pays, it’s logged in the job’s Activity history — and the job updates itself, down to its status.

    Questions about the portal

    See it from your customer’s side: we’ll open a demo move on your phone.

    Get a demo
    Do customers need an app or a password?
    No. The portal opens from the link in their texts and emails, on any phone or computer. To sign in they tap for a 6-digit code by text, or open the sign-in link we email — both go only to the phone and email on their request.
    Can customers change their item list later?
    Yes, until the move is confirmed. Every change reprices it right away; once you’ve sent a quote, a change also sends the job back to you for a look. After it’s confirmed the list locks, and changes go through the chat.
    Can customers text instead of using the portal?
    Yes. Texts and portal chat land in the same thread on the job, each marked with where it came from, and you choose whether to answer by chat or by SMS.
    Which emails go out on their own?
    Request received, the estimate, deposit received, reminders two days and one day before the move, move completed, paid in full and a review request — each sent by an automation you can change or switch off. Click any part of an email in Settings → Emails to change its words.
    Can customers pay online?
    Yes — the deposit and the balance, by card, from the portal. A receipt goes out by email and the payment shows in the job right away.
    What happens when a customer isn’t happy?
    The review page puts a button to message the office right next to the review links, so a problem can be fixed before it becomes a public review.
    Does the portal carry our brand?
    Yes. Your company name and logo appear in the portal and in every email it sends.
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