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.