Customer Portal
The customer portal is a self-service interface where your clients can view estimates and invoices, pay online, approve quotes, sign contracts, and message you — all without needing a LawnLedger account.
How it works
Every customer in your account gets a unique, unguessable portal token at creation. You can send them their portal link in any communication, or LawnLedger auto-includes it in estimate / invoice emails. Customers click through and land on a branded portal page scoped to their data only.
For repeat customers, the portal also supports a lightweight email + password account so they can come back without the link, see all their service history, and manage saved payment methods.
Sections
Customer Portal
What customers see — dashboard, invoices, estimates, jobs, contracts, service requests, payment methods, and messaging. Covers both the token-based (link-only) flow and the account-based flow.
Contract Signing
The contract e-sign flow customers go through when you send them an agreement: viewing the contract, drawing their signature, picking a proposal tier, and recording the legally binding acceptance.
What customers can do
- View invoices and pay online via Stripe (card or ACH)
- Approve estimates with one click, or pick from proposal tiers (Good / Better / Best)
- Sign contracts electronically — drawn signature, IP address, and timestamp are recorded
- Schedule service requests that show up in your inbox
- Message you with photos / attachments — replies route to your in-app inbox
- Save payment methods for autopay (account-based portal only)
Branding: the portal automatically uses your company logo, brand color, and footer message from Settings → Company information. Customers see “Bustos Landscape” not “LawnLedger”.
Portal tokens are unguessable cuids embedded in the URL. Treat the URL as a credential — anyone with the link can view that customer’s data. Tokens can be rotated from the customer detail page if a leak is suspected.
Common tasks
- Send a portal link to a customer: open their record, click Send Portal Link
- Rotate a customer’s token: customer detail → Security → Rotate portal token
- Customize portal branding: Settings → Company information
- Set up online payments: Features → Invoices → Online payments