Customer Portal for Plumbing and Heating Companies

Customer Portal for Plumbing and Heating Companies is a customer portal where each customer sees their own jobs, quotes and invoices. It replaces the phone calls asking for a quote copy or a job status. Visitors send a service request on a public page, and customers sign in to approve quotes. A helper answers common questions. Clone it free and start with sample data.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

John Xie published this field service app in the Taskade Community Gallery.