The Formitize Client Portal offers several features designed to improve customer engagement, including:
- 24/7 Access: Clients can access their information, including quotes, invoices, jobs, photos, and reports, at any time without needing to contact the business.
- Instant Payments: The PayNow feature allows clients to pay invoices instantly using various payment methods like Apple Pay, Google Pay, and credit cards.
- Quote Acceptance: The QuoteAccept feature enables clients to view and accept quotes instantly.
- Job and Report Viewing: Clients can view job reports and photos easily, enhancing transparency and saving time.
- Mobile Optimization: The portal is optimized for mobile screens and includes light and dark mode options for better usability.
- Action Webforms: Clients can use webforms to book jobs, request quotes, place orders, and more, adding further convenience and automation.