Estimates, Scheduled Work, and Invoices in One Place
Without a portal, a customer's paperwork arrives as phone calls, mailed invoices, and email threads that get buried. The ArborDash customer portal gives each customer one place, under your company name, to review and sign estimates, see when their work is scheduled, and pay invoices.
When you send an estimate from ArborDash, your customer gets an email from your company with a secure link. The link opens the estimate directly, with no account or password to set up. They see the line items, prices, photos, your terms and conditions, and a property map if you marked the work on one. They can uncheck optional items (the total updates as they go) or pick one of the packages you offered, then sign to accept or decline. A signed acceptance stores the drawn signature, the signer's printed name, and the date, emails the customer a confirmation, and marks the estimate Accepted in QuickBooks. You get notified whether they accept or decline. Once you schedule the job, the customer can sign in and see the date and time on the Work tab instead of calling to ask when you're coming.
When the work is done, send the invoice the same way. The customer sees every line item and any before, during, and after photos you attached, and can pay by card or bank transfer (ACH) through QuickBooks Payments. When a payment goes through, the customer gets an emailed receipt, and the payment is recorded in ArborDash and against the invoice in QuickBooks Online. You can pass card processing fees on as a surcharge at a rate you set; bank transfers never carry one. Signed-in customers see their invoices split into Due and Paid, with balances and due dates.
The portal shows your logo, company name, and brand color, and runs on your own address, such as portal.yourcompany.com. When you need pictures before you quote, send the customer a photo upload link by email, or by text if they have agreed to texts. They pick photos from their phone, add a note, and the pictures land on the estimate or lead.
- Estimate approval with a drawn signature and printed name
- Optional line items and package choices the customer picks before signing
- Invoice viewing with full line-item detail and job photos
- Card and bank transfer (ACH) payments through QuickBooks Payments
- Work tab listing unscheduled, scheduled, and completed jobs
- Photo upload links so customers can send you pictures of the job site
- Branded with your logo, colors, and your own portal domain
- Email sign-in links, with an optional password
- Due and paid invoice lists with balances and due dates
How It Works
- Send an estimate or invoice through ArborDash. Your customer receives an email with a secure portal link.
- The customer opens the link (no password needed), reviews the estimate, removes any optional items or picks a package, then signs to accept or declines.
- When the work is done, send the invoice. The customer opens the link and pays by card or bank transfer (ACH).
- Customers can sign in any time to see their estimates, scheduled and completed work, and due and paid invoices.