Customer Portal
Give customers one place to stay in the loop
Let customers review jobs, approve estimates, pay invoices, and stay updated without calling the office. Ergova's Customer Portal makes the experience easier for customers and more efficient for your team.
- Review estimates online
- Track appointments and job status
- Pay invoices faster
- Built for modern service businesses
Most customer communication breaks down after the first call
Homeowners still call for “where's my quote?” and “did you get my payment?” Estimates sit in email threads, invoices get paid late because the path to pay is unclear, and nobody has a single place to see what's scheduled or outstanding.
Your office ends up as a switchboard for status updates instead of dispatching work and collecting cash—while customers feel out of the loop.
Missed approvals
Estimates stall when customers cannot find or act on them quickly.
Payment delays
Invoices without a clear pay flow get deprioritized on the kitchen table.
Status calls
CSRs repeat appointment and tech ETAs that could live in one place.
Disconnected experience
Jobs, quotes, and invoices feel like separate conversations.
Ergova gives customers clarity—and your team time back
- One portal for upcoming work, open estimates, and outstanding invoices
- Clear updates so customers know what to do next—approve, pay, or reschedule
- Faster approvals and payments without extra chasing from the office
- Your team stays in control of what customers can see and do
How Customer Portal works
Secure access, clear updates, and actions that finish in minutes—not phone tag.
- Step 1
Share the portal
Give customers secure access to their jobs, estimates, and invoices in one branded experience.
- Step 2
Keep them informed
Show appointment details, status, and next steps so questions do not default to the phone.
- Step 3
Make action easy
Let customers approve work and pay on the spot—no PDFs, portals, or logins to juggle.
What customers see in the portal
A calm, modern surface—appointments, open estimates, and pay-ready invoices—so homeowners know exactly what needs their attention.
Johnson Residence
Customer portal · Signed in
Upcoming appointment
Plumbing repair
Thursday · 10:00 AM · 2 hr window
Status: Technician assigned
Estimate
Water heater replacement
Pending your approval
Review line items & approve to schedule
Invoice
$420.00
Due today
Recent service
- Jan — PM visitCompleted
- Dec — Drain clearPaid
Built for customers — and the teams serving them
The portal is not a separate product—it is how your operation shows up to the homeowner.
Clear visibility
Customers see status and next steps without calling for a recap.
Faster approvals
Estimates are easy to read and approve on any device.
Easier payments
Invoices with amount, due date, and pay action in one view.
Less admin work
The office spends less time on status updates and payment chasing.
Better customer experience. Less operational drag.
Measure fewer repeat calls and faster cash—not just portal logins.
Approvals
Speed up customer approvals
Estimates live where customers already are—no attachment maze.
Communication
Reduce back-and-forth communication
Status and next steps are visible without a callback.
Payments
Improve payment completion
Clear due dates and one-tap pay reduce late invoices.
Operations
Centralize customer interactions
One thread of truth for the job, quote, and invoice.
Connected to the rest of Ergova
Customer Portal is the customer-facing layer on the same jobs, estimates, and invoices your team already runs—no duplicate systems.
Give customers a better way to work with you
See how Ergova's Customer Portal helps your team reduce back-and-forth, speed up approvals, and create a more modern customer experience.