What your clients see

The client portal is a private page OneTool creates for each of your clients automatically. Every client gets their own unique link, and everything behind it is scoped to that client: their quotes, their invoices, and nothing else.

There is no account to create and no password to remember. Your client signs in with a one-time code sent to their email, which keeps the portal both simple and private. See How clients sign in.

The portal carries the business name and branding you set up in your organization settings, so the experience feels like dealing with you, not with a generic billing site. The quote your client approves and the invoice they pay both live under your brand.

The portal keeps navigation to three pages:

• Home is the landing page after signing in.
• Quotes lists the quotes you have sent, ready to review, approve, or decline.
• Invoices lists their invoices, where they can see what is due and pay open balances by card.

Recurring visits are grouped under their agreement in the Quotes list, which shows the per-visit price and how long the agreement runs: a visit count, an end date, or Ongoing until cancelled. The agreement itself shows the price, duration and billing rhythm before your client signs. A covered visit links to the agreement it inherited. A change to one visit or a revised agreement is labelled as such, shows the standing price beside the new one, and appears in a notice at the top of the list until your client decides. Quote and invoice details show the service property and date; the Invoices list shows the visit and date for a per-visit invoice or the month and visit count for a monthly one, and grouped recurring invoices show the subtotal, discount, tax and total for each covered visit.

The portal is the client-facing half of your quote and invoice flow. When you click Send to Client on a quote or an invoice, your client gets an email inviting them into the portal: to approve or decline the quote, or to view and pay the invoice. That link is carried by every send, whether you use the branded template or write the email yourself.

Everything your client does there flows straight back to your workspace. An approval flips the quote to Approved and records an audit trail. A card payment marks the installment paid and attaches a receipt. You never have to call to ask whether they have seen it.