A Customer Portal Built for Field Service Companies
ServeLynx gives your customers a branded self-service portal — they can view invoices, pay online, sign quotes digitally, and see their entire service history, without picking up the phone.
Every Call Is a Question You've Already Answered
Without self-service, customers call the office for things they could check themselves.
"What Do I Owe?" Calls
Customers call to ask about invoice balances and past payments because they have no way to check themselves.
Slow Quote Approvals
Quotes sent by email sit unanswered because approving them means printing, signing, and scanning a document.
Lost Service History
Customers — and your own team — lose track of what work was done, when, and under what warranty.
Let Customers Pay Without Calling You
Customers log in to view and pay invoices online — reducing the back-and-forth of phone and email payment requests.
- Secure per-customer login with staff-controlled access
- View and download invoices and approved quotes
- Online payment via Stripe directly through the portal
Quotes Signed and History Tracked in One Place
Customers can review and digitally sign quotes, then see their full service and payment history whenever they need it.
- Digital signature capture for quotes and agreements
- Full service and payment history
- Document access — service reports, warranties, contracts
More of ServeLynx
Field Service Invoicing Software
See the quote-to-invoice workflow behind the portal.
Service Contract Management Software
See how contract documents stay accessible to customers.
All Platform Features
Explore invoicing, service contracts, inventory, customer portal, and more.
Common Questions
Yes — customers can view invoices and pay online directly through the portal via Stripe.
Yes — the portal supports digital signature capture so customers can approve quotes without printing or scanning anything.
Yes — each customer gets a secure, individual login, and staff control what access customers have.
Ready to Reduce the "What Do I Owe?" Calls?
Request a personalized demo and see the portal your customers will use.
Request a Free Demo