A link, not a login
Customers open their portal from an email or text. Nothing to remember.
Feature · Customer portal
Your customers see what you see.
Give homeowners, property managers and vendors a secure link to their jobs, proposals, invoices and photos. Links expire and can be revoked. Always free for customers.
THE SHORT ANSWER
The Sunwell customer portal gives homeowners, property managers and vendors a secure link to their own jobs: proposals to accept, invoices to pay and updates as work moves. Links expire, you can revoke them, and portal access is always free.
- Secure links by email or text, no passwords
- Each link shows only that customer's jobs
- Links expire and can be revoked any time
- Homeowner and vendor access is always free
Only their jobs
Each link shows that customer's jobs and nothing else.
Expiring and revocable
Links expire, and you can revoke one any time.
Accept and pay
Proposals to accept and invoices to pay, in one place.
Property managers
Accounts with many properties see all of their sites together.
Always free
Homeowner and vendor access never adds to your bill.
Questions
What shops ask before they switch.
Do customers need a password?
No. They get a secure portal link by email or text. Links expire and you can revoke them any time.
Does the portal cost extra?
No. Homeowner and vendor access to the customer portal is always free.
Can a property manager see several properties?
Yes. Accounts with many properties see their sites together, and each link only shows that customer's jobs.
Keep exploring
Related features and guides
Feature
Dispatch and scheduling
Schedule crews on one live board: drag a job to a crew and the schedule, owner and next step update together. Day, week and map views for every branch.
See how it worksFeatureProposals and estimates
Build branded Good, Better, Best proposals from your own pricebook, with the monthly payment on every option, measurements on the estimate and online signing.
See how it worksFeatureInvoicing and payments
Invoice straight from the job, send card payment links that mark themselves paid, take deposits on signing and sync with QuickBooks Online.
See how it worksYou shouldn't pay for software you don't use. So every team gets a quote built for it.
What happens next
- 1A written quote in one business day
Sized to your team, locations and what you turn on.
- 2A walkthrough on your own data
See your jobs and pricebook on the board, not a demo account.
- 3We move you over
Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.