Know every customer. Never lose a conversation.
One customer record holds contacts, history, notes and messages — and your customers get a simple portal of their own.
Maria Lopez
Record
One customer record with every contact.
Talk
Email and text from the same thread.
Follow up
Notes, tasks and reminders.
Serve
Customers self-serve in the portal.
A record that matches how customers really are
Store more than one way to reach a customer — a second email, a spouse's mobile, a tenant, a property manager — and see jobs, estimates, invoices and payments on one screen.
- Search, sort and filter customers
- Multiple contacts with labels and verification badges
- Jobs, estimates, invoices and payments per customer
- Customer credit balance and payment methods on file
Contacts
Nothing about a customer gets lost
Pin notes, attach files, mark follow-ups and assign tasks with due dates. The timeline shows what has happened with the customer.
- Notes with categories, including follow-up
- File attachments
- Tasks with owners and reminders
- Activity timeline
Timeline
Email and SMS in one conversation
The provider inbox threads each customer's messages. Customers can message you from their portal, and delivery problems show up as a badge so you know a message did not land.
- Provider inbox and unread counts
- Email and SMS delivery
- Editable communication templates by channel
- Deliverability badge on undeliverable contacts
- Walter can draft a reply for you to edit
Conversation
A simple portal your customers will notice
Customers open a secure link to approve estimates, pay invoices, see appointments and technician ETA, message you, review service plans and packages, and rate the work.
- Approve or decline estimates from a secure link
- View and pay invoices; keep a payment method on file
- Track a visit and technician ETA
- Message you and see prepaid packages and credits
- Rate completed work
Your service visit
And also in customers & communication
Notifications
In-app notification center with email and SMS channels.
Delivery tracking
See when a message did not reach a customer.
Ratings
Customers rate work; you reply or dispute.
Invite links
Connect customers to your business with a link.
Deliverability
Know which contacts cannot receive messages.
Templates
Consistent wording for every message.
Good to know
- The portal opens from a secure link; customers do not need to install anything.
- ServiceVisit does not send bulk marketing campaigns or run review-request automation.
Explore the rest of the platform
Take in work
Capture every request the same way, from any channel.
Scheduling & dispatch
Put the right technician on the right job at the right time.
Field work
Give technicians everything they need and capture what they do.
Estimates, invoicing & payments
Go from estimate to paid without re-entering anything.
Accounting & integrations
Send your billing to your books and connect the tools you use.
Reporting & profitability
See margins, labor, receivables and what is coming in.
Walter AI
An assistant that drafts and suggests, so you review and send.
Team, security & setup
Roles, qualifications, locations, branding and sign-in security.
See it working on your own jobs.
Start a free trial. A credit card is required to begin, and every plan includes unlimited users.