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Stop being your customers' filing cabinet.
14-day free trial. Branded portal, magic-link auth, every customer self-serving by week one.
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No credit card · 14-day trial · Cancel anytime
Customer Portal
A real portal,
with your name on it.
Magic-link login. No passwords. Customers see invoices, pay online, sign quotes, track 'where's my tech', view equipment history, and renew memberships — all on a portal branded as yours, not a generic gateway.
−42%
Inbound 'where's my invoice' calls
Customers self-serve invoice history and payment receipts. Your CSR's day quiets down.
+33%
Quote sign-rate
Quotes that land in a real portal (not just an SMS link) convert better. Customers can revisit and compare.
0
Passwords stored
Magic-link auth via email. No password reset support tickets, no leaked credentials, no friction.
How it works
Customer signs in. Everything's there.
Built for the customer who calls because they can't find their last invoice — they shouldn't need to.
1
Customer enters their email
Whitrack matches against the customer record. Sends a magic-link email via Resend. No password to remember, no field to forget.
2
Tap link, you're in
Magic-link logs them in for 30 days. Branded as your shop — your logo, your colors, your domain (custom domain on Pro+).
3
See everything in one place
Invoices, quotes, jobs, equipment, memberships, documents. Searchable, downloadable, mobile-first.
4
Self-serve actions
Pay an invoice. Sign a quote. Renew a membership. Update card on file. Schedule a follow-up. All without calling.
What's in itEverything your customer
Everything your customer
should never have to call you for.
Magic-link auth
Passwordless via Resend. 30-day session, mobile-friendly, no SMS OTP friction. Custom domain on Professional and Scale plans.
Invoice history + pay
Every invoice, paid and outstanding. Tap to pay. Card-on-file for one-tap repeat payments.
Quote inbox + e-sign
Open quotes ranked by date. Sign on glass, pick a tier, accept optional add-ons. Signed PDF emailed and stored.
Job tracking + ETAs
Upcoming jobs with current status and tech ETA. 'Where's my tech?' answered without calling dispatch.
Equipment + service history
Per-property equipment list with install dates, model numbers, photos, service history. Customers love the warranty trail.
Membership self-service
Renew, upgrade, change card on file. Invite household members. See benefits remaining for the year.
Mobile-first design
Most customers open the portal on a phone. Every screen designed for one-handed use, not a desktop afterthought.
Branded as you
Your logo, your colors, your tone. Custom subdomain (portal.yourshop.com) on Pro+. Your email sender on Resend.
Across the trades
Different trades, different portal habits.
HVAC
Equipment timeline (when did we install the AC, what model, when was the last tune-up). Member visit calendar. Replacement quotes saved for later review.
See hvac →
Plumbing
Repipe history, fixture warranty trail, drain-membership renewal portal. After-hours-rate confirmations stored cleanly.
See plumbing →
Electrical
Permit history per address, panel-upgrade documentation, generator maintenance schedule. Customers love the audit trail.
See electrical →
Roofing
Storm history per address. Insurance claim packet downloadable. Production photos accessible during the job.
See roofing →
Pest Control
Recurring service schedule. AutoPay management. Treatment history with photos and product names per visit.
See pest control →
Landscaping
Mowing schedule visibility. Annual maintenance programs renewable from the portal. Hardscape project photo timeline.
See landscaping →
- 14-day free trial — no credit card
- Cancel anytime, export your data
- Set up in 15 minutes
FAQ
The questions shops actually ask.
No. We use magic-link auth — they enter their email, we email a one-tap login link. Sessions last 30 days. No reset support tickets, no forgotten-password rage.
Yes. Professional and Scale plans support custom subdomains (portal.yourshop.com). Whitrack handles the DNS + SSL setup. Customers never see a Whitrack URL.
Magic links can also send via SMS. We default to email but each customer record can prefer SMS, and the same one-tap login flow works.
Yes. Toggle which sections show per-customer or per-tier. Some shops hide quotes from non-members, or disable self-renewal. All configurable.
Magic-link tokens are single-use, time-limited, and scoped to a session. Sessions are HTTPS-only HttpOnly cookies. Customer data isolated per-tenant. SOC2-aligned practices throughout.
Yes — there's a referral surface that generates a unique customer link, tracks signups, and credits the referrer. Customizable reward (account credit, gift card, or cash).