Customers serve themselves — you collect faster
A branded portal per organization lets customers log in to pay invoices, pay deposits, track orders and jobs, and approve documents on their own schedule — or approve straight from a passcode-protected email link without ever logging in.
How self-service customer portal teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
Customer signs in to their portal
Each organization gets its own branded portal — customers log in to see their orders, quotes, invoices, jobs, and service contracts in one place.
- 2
Invoice paid online
Customers open an invoice in the portal and pay by card — no phone call to the office, no mailed check to wait on.
- 3
Job deposit paid before work starts
A required job deposit shows right in the portal, or arrives as a passcode-protected pay link by email — customers pay online and the deposit applies automatically when the job is invoiced.
- 4
Quote approved with one click
A quote awaiting sign-off appears under My Approvals in the portal — customers review line items and approve without emailing back and forth.
- 5
Or approved straight from email
Prefer not to log in? A passcode-protected approval link in the email does the same job — open it, review, and approve or decline.
- 6
Everything stays in sync
Every payment and approval made in the portal — or via an email link — updates the same record your team sees internally, no reconciliation needed.
Why Self-Service Customer Portal runs on Business Services
Branded, org-scoped portal
Every organization gets its own portal — catalog, cart, orders, quotes, invoices, jobs, and service contracts, all customer-facing.
In-portal invoice payment
Customers pay open invoices online by card from their dashboard — no calling in a card number.
In-portal & pay-link deposit payment
Job deposits are payable in the portal or via a passcode-protected Stripe pay link sent by email or SMS — either way, paid amounts apply automatically when the job is invoiced.
My Approvals in the portal
Quotes, SOWs, and service contracts awaiting customer sign-off surface in one place inside the portal, with full document detail before approving.
Email-based approval links
Passcode-protected approval links let customers review and approve or decline directly from email — no portal login required.
Order & job tracking
Customers track order status and live job progress themselves from the same portal, cutting down status-check calls to your team.
Ready to run self-service customer portal on Opserly?
Start on the Business Services edition — same platform, configured for projects and client billing.