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Customer Portal

Customer-facing features for proposal approval and payment

Customer Portal

DrillerDB includes a customer portal where your customers can approve proposals and pay invoices.

Quick Start: Send Customer Portal Link

  1. Create or open a proposal/invoice
  2. Click Send or Email
  3. Customer receives email with secure link
  4. Customer clicks link to access portal
  5. Customer can approve, comment, or pay

No customer account required. Customers access the portal through secure links sent via email. This reduces friction and speeds up the approval process.

Features

FeatureDescriptionCustomer Action
Proposal ApprovalReview and approve quotesClick "Approve proposal" or "Decline / Request Changes"
Invoice PaymentsPay with card or ACHEnter payment details
Customer link pageSee the invoice or proposal you sentClick Print, or save as PDF from the print dialog
Quote request from your websiteHomeowners ask for a quote on your own site; see Quote Request EndpointFill out form

Customer Experience

When you send a proposal or invoice, customers receive an email with a secure link to:

  1. View the proposal/invoice details
  2. Review line items and pricing
  3. Approve or request changes
  4. Make payments online

Step-by-Step: Process a Customer Approval and Payment

  1. Send proposal and invoice links from the project
  2. Confirm customer received the email link
  3. Monitor approval status and customer comments
  4. Follow up on pending approvals before due dates
  5. Reconcile received payments in billing workflows

Security Features

  • Secure links - A unique link for each document you send. Links in emails and texts work for 90 days
  • No account required - Customers access via email links
  • PCI compliance - Payment processing through Stripe
  • Audit logging - All access and actions tracked

Troubleshooting

Customer can't access link?

  • Check email wasn't marked as spam
  • Check the email address on the contact
  • If the page says "This link has expired", the link is more than 90 days old. The customer can click Request a new link, or you can send the document again from DrillerDB. See What Your Customer Sees
  • Otherwise send the document again from DrillerDB, or email support@drillerdb.com

Payment failing?

  • Customer should verify card details
  • Check if card is expired or blocked
  • Try different payment method

Customer wants a well log, lab report or photo?

  • The portal does not publish project documents. Send the file to the customer yourself. See What Your Customer Sees

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