A customer portal field service customers actually use.
Your branded portal at cp.forz.io — customers sign in with a 6-character email code to review estimates, check job status, and download inspection PDFs, and every invoice email carries a secure link to pay online. No passwords, no phone tag.
The problem with the old way
Status calls eat office hours
"Did the inspection pass?" "Can you resend that invoice?" Every records request becomes a phone call, and your office spends the day re-sending paperwork customers should be able to pull up themselves.
Getting paid takes a phone call
When the only ways to pay are a mailed check or a card number read over the phone, invoices sit unpaid for weeks — and your office burns hours chasing receivables instead of booking work.
Portals customers won't use
Most customer portals die at the login screen: account creation, forgotten passwords, expired reset links. Customers give up and call the office — so the portal saves nobody any time.
How customer portal works in Forz
Branded self-service portal
Your customers get their own portal at cp.forz.io/your-subdomain, carrying your branding — one place to find every estimate, invoice, job, and inspection you've done for them.
Passwordless login
Customers enter their email address and receive a 6-character one-time verification code. No accounts to create, no passwords to forget, no reset links — and no login-help calls to your office.
A dashboard of every open item
The portal dashboard summarizes open estimates, outstanding invoices, active jobs, and recent inspections at a glance, and customers can drill into any record for the details.
Estimate acceptance online
Customers review and accept estimates directly in the portal — approvals come back in writing, without the print-sign-scan loop or a follow-up call.
Self-serve estimate and inspection PDFs
Customers download PDF copies of estimates and inspections themselves — handy when a property manager or building owner needs compliance paperwork and you'd rather not be the bottleneck.
Online invoice payment
Invoice emails carry a unique secure payment link — no login required. Customers pay through a Stripe-powered checkout that accepts credit and debit cards plus US bank accounts (ACH) in USD, EUR, or GBP, and Forz records the payment and updates the invoice status automatically.
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Frequently asked questions
There are no passwords. Your portal lives at cp.forz.io/your-subdomain with your branding; a customer enters their email address and receives a 6-character one-time verification code that signs them in. That removes the failure point that kills most portals — account setup, forgotten passwords, and reset links — so customers reach their records on the first try instead of calling your office.
The dashboard summarizes open estimates, outstanding invoices, active jobs, and recent inspections at a glance. From there, customers drill into individual records, download PDF copies of estimates and inspections, and accept estimates directly in the portal. For commercial accounts — a property manager pulling last quarter's inspection report, or an owner approving a repair quote — that means self-service instead of another call to your office.
Yes. Every invoice email includes a unique, token-based payment link, so customers can pay without logging in at all. The link opens a Stripe-powered checkout that accepts credit and debit cards plus US bank accounts (ACH), in USD, EUR, or GBP. When the payment completes, Forz creates the payment record automatically and flips the invoice to Partially Paid or Paid — and invoices that are already paid or voided can't be paid a second time.
See customer portal in action
Get a personalized demo and watch how it works on your real workflows — in 15 minutes.