Your accounts and data are in your name from day one. Leave anytime and take your data with you.

Portals

A private page where your clients, subs, dealers, members, or families see their own things, so they stop calling to ask.

Built on request. Built for the first client who orders them, with PJ on site. Ask in the thirty-minute call.

Client Portal for Small Business

Half your calls are people asking for what they're entitled to see. Now they see it.

Example

Example Property Management is invented. This is an example of the screen.

Without it

With it

One private page, in your brand, for the people you serve or work with: the client who sees their project and invoices, the sub who sees Thursday's job and where his invoice is, the dealer who sees pricing and orders, the member who sees their plan, the family who sees today's note and photo.

Two hours: who sees what, the documents to load. PJ does the rest.

From $2,500 to set up · $249 a month. A second kind of portal, $1,000 more.

Every month: Three users a month asked what they couldn't find, access list reviewed, documents kept current.

Every system price is a starting point. The Office is from $2,500 a month.

What if I stop?: Your accounts and data are in your name from day one. Leave anytime and take your data with you.

Records and Compliance The records your license depends on, kept the way the auditor expects, with the report one button away. From $3,500 to set up · $399 a month.
The Roster Shifts on every phone a week ahead, swaps without you in the middle, overtime caught before it happens, payroll handed off clean. From $1,500 to set up · $199 a month, plus the scheduling system in your name.
Scheduling and Dispatch Every job on the board with a window, the reminder and the on-the-way text sent for you; the whiteboard retires. From $1,500 to set up · $199 a month, plus the scheduling system in your name.