Client Portal
Impress Your Clients
And make your competition envious
The optional HFS Client Portal enables your firm to deliver a high level of service. Clients can view proposals, ask questions, approve proposals, and pay invoices—all in one place. They can also invite coworkers to the portal without requiring assistance from your staff.
In addition, the portal provides a centralized location to share installation guides, spec sheets, shipping schedules, and other documents that help clients do their jobs more efficiently and strengthen their relationship with your firm.
Proposals
Allow your clients to approve proposals online and sign their name without the hassle of DocuSign.
Invoices
Clients can pay all invoices online via ACH or credit cards. And your clients can even pay the credit card fee.
Invite Others
Make any report or document available to them in the Document sections
Approve Items
Allow your clients to approve proposals online and sign their name without the hassle of DocuSign.
Documents
Clients can pay all invoices online via ACH or credit cards. And your clients can even pay the credit card fee.
Communications
Make any report or document available to them in the Document sections
Customize Your Portal
You can customize the default HFS client portal to match your website’s look and feel and work the way you need it to.
Below is the customized portal we developed for a plumbing distributor. Their clients use the portal to access installation guides and spec sheets while in the office.
They can access this same information on their customized mobile app. Click here for more information
