Client Portal for Plumber Template

Our Client Portal for Plumbers offers numerous benefits to help manage your plumbing business. Streamline your workflow, increase efficiency, and deliver better customer service with tools to manage appointments, track job progress, generate estimates and invoices, store customer information, and monitor your staff's performance. Our intuitive interface makes it easy to manage your plumbing business quickly and efficiently, no matter the size of your business.

Client Portal

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Client Portal for Plumber Template

Our Client Portal for Plumbers is a comprehensive solution for managing your plumbing business. It provides you with the tools to streamline your workflow, increase efficiency, and deliver better customer service. With our Client Portal, you can manage appointments, track job progress, and keep customers informed of their job status. You can also generate estimates and invoices, store customer information, and monitor your staff’s performance. Our intuitive interface makes it easy to manage your plumbing business quickly and efficiently. It is the perfect solution for any size plumbing business, from a small one-man shop to a large enterprise.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for Plumber lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for Plumber. Also, do not hesistate asking for help via our customer support chat if needed!

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