Self-Service
Portal
24/7 customer access to service history, invoices, and payments. Reduce administrative overhead by 70%.
Customer Portal
Administrative Burden
Repetitive Questions
Constant calls about service dates, chemical readings, and past work.
Billing Confusion
Manual invoice resending and explaining charges to customers.
Payment Delays
Chasing updated payment information and expired card details.
Cash Flow Issues
Delayed payments due to inconvenient payment processes.
Service History
Complete Service
History Access
Customers access detailed service records, chemical readings, photos, and technician notes instantly. Eliminate repetitive inquiries.
Timestamped Records
Complete service history with photos and notes
Chemical Readings
Detailed log of all chemical measurements
24/7 Availability
Instant access to current and historical data
Streamlined Online
Payments
Secure payment processing with credit cards and ACH. Self-managed AutoPay reduces collection efforts.
Multiple Payment Methods
Credit cards, ACH, and digital wallets
AutoPay Management
Customer-controlled recurring payment setup
Automatic Receipts
Instant payment confirmation and documentation
Payment Portal
Branded Portal
Professional Brand
Enhancement
Custom-branded portal with your company URL. Build trust through transparency and modern customer experience.
Custom URL
app.upbuoy.com/c/yourcompany branding
Company Branding
Consistent brand experience throughout portal
Trust Building
Full transparency reduces customer inquiries
Digital Quote
Approvals
Accelerate sales cycle with online quote reviews. One-click approvals eliminate follow-up delays.
Detailed Presentation
Clear quote details with pricing breakdown
One-Click Actions
Instant approve or decline functionality
PDF Downloads
Downloadable quotes for customer records
Quote Approval
Portal Capabilities
Complete self-service functionality empowering customers while reducing your administrative workload.
Service History
Complete access to service dates, chemical readings, and photos.
Payment Management
Add, update payment methods and control AutoPay settings.
Invoice Access
View, download, and print current and historical invoices.
Quote Reviews
Review and approve equipment quotes directly online.
Activate Portal
Enable Customer Portal feature in Settings panel with one click.
Configure URL
Set custom portal URL to match your company branding.
Invite Customers
Send automated email invitations with secure access links.
Impact Metrics
Measured improvements from implementing customer self-service.
Reduce calls
by 70%
Empower customers with 24/7 self-service access while dramatically reducing your administrative workload.