Your customer opens one branded page, signs in with email, and sees their jobs, invoices, and visit history without calling the office. Describe the portal once and Taskade Genesis builds the sign-in, the scoped dashboard, and the request form behind it.
Answer first
Homeowners get a private dashboard per account. Your team keeps one customer project as the source of truth. Nobody sees another customer's records, and every return visit starts with context already on screen.
Start from the Home Services Customer Portal generator or paste the prompt into Taskade Genesis. App Users is in beta, and client sign-in works on any published app on every plan.
What this prompt builds
- Branded landing page with your logo and a clear sign-in entry
- Secure email sign-in so customers never need a Taskade workspace account
- Job status view scoped to the signed-in homeowner only
- Invoice and document tab for estimates, receipts, and service agreements
- Service request form that creates a ticket your dispatch queue picks up
- Portal agent that answers status questions inside the app
Pair with the Field Service Ops Dashboard so portal requests flow into dispatch. Browse client portal templates for layout ideas.
Who it is for
- HVAC, plumbing, electrical, and landscaping companies tired of status calls
- Owner-operators who want to look established without a custom dev project
- Teams replacing forwarded PDFs and text-thread updates
How to use it
- Paste the prompt into Taskade Genesis
- Turn on sign-in and invite two friendly customers first
- Point a custom domain on Pro plans and above
- Wire automations so new requests notify dispatch
- Read Build a Customer Portal for the full walkthrough
Frequently Asked Questions
Do customers need a Taskade account?
No. They sign in on your app URL with email. App Users are separate from workspace seats.
Can customers pay inside the portal?
Yes, when you connect payment steps to your invoice records. See invoicing prompts for the billing side.
What plan do I need for sign-in?
No upgrade is needed for client sign-in; it works on any published app. Custom domains are on Pro plans and above. You can build and preview on any plan.