LeadDuo – Service Business SoftwareLeadDuo

Their portal. Your brand. Zero support calls.

Give Your Customers 24/7 Self-Service Access

Most service software focuses on YOU — but what about your customers? Customer Portal gives them instant access to appointments, invoices, and booking history. All with your branding. No app download required.

JD
Joe's Detailing
Customer Portal
📅 Next Appointment
Jan 25, 10:00 AM
Full Detail Package
📄 Unpaid Invoice
$150.00
INV-2026-001
Powered by LeadDuo · Customer sees YOUR brand

The Problem: Customers Call for Things They Should See Online

Every status question costs you time and money:

"When is my next appointment?" — 3-minute phone call
"Can you resend my invoice?" — Email back-and-forth
"What service did you do last time?" — Dig through records
"Is my payment received?" — Manual status lookup
Customers can't check after hours — they wait or call again

Each question takes 5-10 minutes. Multiply by 20 customers and you've lost 3 hours.

The Solution: Customer Portal

Self-service access for your customers, branded as your own:

1

Customer Visits Portal

They go to yoursite.com/portal/your-business or a link you share

2

Passwordless Login

Enter email or phone → receive 6-digit code → instant access

3

Dashboard Access

See upcoming appointments, unpaid invoices, and quick actions

4

Self-Service

View appointment details, check invoice line items, pay balances, and see history

What Makes This Different

Most SaaS tools don't offer customer-facing portals

🚫

Most Software

Staff app only. Customers call or email for status.

📱

Some Field Service Apps

App for technicians. Nothing for customers.

ServiceHub

Your customers get their own portal. Branded. Passwordless. 24/7.

Portal Features

Branded Experience

Your logo, your business name, your colors. Customers see your brand, not a third-party tool.

Passwordless Login

No passwords to forget. Email or phone verification with 6-digit OTP. Secure and simple.

Appointments Dashboard

View upcoming and past appointments. Service details, time window, assigned staff — all visible.

Invoice Access & Payment

See unpaid and paid invoices, view line items, and pay balances online. No PDF hunting in email.

Mobile Ready

Responsive design works on any device. No app download, no login credentials to save.

Multi-Language

Full English and Japanese support. Portal automatically displays in customer's preferred language.

Benefits for Your Business

Fewer Support Calls

Customers find answers themselves. Your phone stops ringing for status questions.

Professional Image

A branded customer portal signals you're a serious, modern business — not a one-person operation.

24/7 Availability

Customers check status and pay invoices at midnight without bothering you. Self-service never closes.

SEO Backlinks

Portal footer includes 'Powered by LeadDuo' with dofollow links — free SEO for your domain.

Benefits for Your Customers

Instant Access

No waiting for callbacks. No digging through emails. Everything in one place.

No Password Required

Simple OTP login via email or phone. No account creation, no passwords to remember.

Pay & Track History

Pay invoices online and see past appointments and services. Know exactly what was done and when.

Works Everywhere

Phone, tablet, or desktop. No app to download, no storage used.

How Service Businesses Use Customer Portal

Property Management

Tenants log in to see upcoming maintenance visits, check which technician is assigned, and view outstanding invoices for their unit.

Auto Detailing

Car owners check when their next detail is scheduled, review past services, pay outstanding balances, and see invoice history.

Cleaning Services

Homeowners view their recurring cleaning schedule, see which cleaner is coming, and pay invoices online.

Photography Studios

Clients review their session appointments, see the photographer assigned, and pay deposits and final invoices online.

How It Works

1

Enable Portal

Toggle 'Enable Customer Portal' in your ServiceHub settings. Uses your existing booking page slug.

2

Share the Link

Send customers to yoursite.com/portal/your-business. Add to confirmation emails, invoices, or your website.

3

Customers Log In

They enter their email or phone, receive a code, and access their dashboard. Takes 30 seconds.

Customer Portal vs. Traditional Approach

FeatureCustomer PortalTraditional
Appointment status✓ Self-service 24/7Call office during hours
Invoice payment✓ Pay online anytimeCall or mail check
Invoice access✓ Online anytimeRequest PDF via email
Service history✓ Visible in portalAsk staff to look up
Authentication✓ Passwordless OTPCreate account + password
Branding✓ Your logo & colorsThird-party branding
App download✓ No app neededDownload separate app
Support volume✓ Reduced 50%+Full call volume

Frequently Asked Questions

Do my customers need to create an account?

No. They simply enter their email or phone number to receive a verification code. No username, no password to create or remember.

Can I control which customers have portal access?

Yes. You can enable or disable portal access for individual clients. Useful if you want to restrict access to certain customers.

Will customers see my branding?

Yes. The portal displays your business logo, name, and follows your brand colors. Customers see your business, not ServiceHub.

Can customers cancel or reschedule appointments?

Not yet — the current portal is read-only. Reschedule and cancel features are coming soon.

Can customers pay invoices online?

Yes! Customers can view unpaid invoices and pay balances directly through the portal using credit card or other payment methods.

How secure is the portal?

Very secure. OTP codes expire in 10 minutes, sessions are tied to specific customers, and all data is encrypted. Rate limiting prevents brute-force attacks.

Is this included in my plan?

Yes. Customer Portal is included in all ServiceHub plans at no extra cost.

Enable Customer Portal in minutes. Free with any ServiceHub plan.

Ready to give your customers self-service access?

Start Free Trial

No credit card required · Portal included free