Customer portal software with no password to forget

The page opens with "Hi Megan", their next visit, anything to pay or approve, and Ask for new work. Below that:

• Visits: coming up and the last 10 past visits, with the sign-off state.
• Change the time on a coming visit, from the same open windows your booking page uses.
• Add a note for us on a visit, up to five per visit.
• Open invoices ("Due Nov 20" or "Late", with the balance) and open quotes.
• Your plan: its name, how often, the price per visit and the next visit.
• Your requests and where each one stands.
• Your details: contact changes wait for the office to approve, and a switch for reminder emails.

You can hide arrival times if you only promise a day.

With a private link, no password. The office taps Send portal link on the customer, or copies it. The link lasts until you turn it off, or for 30, 90 or 365 days if you prefer. You can see when it was sent and last opened.

If a customer loses the link, they enter the email or phone number you have for them on your portal page, and the link is emailed to the address on file. The page gives the same answer whatever is typed, so it never reveals who is or isn't your customer.

To answer "when are you coming?" and "what do I owe?" before the phone rings. A customer who can see their arrival window, move a visit or leave the gate code doesn't need the office for it, and the note goes straight to the crew instead of through someone's memory.