Give every client a passwordless customer portal where they view outstanding quotes and invoices, pay by secure link, manage saved cards and bank accounts, and control their own auto-pay. No accounts, no passwords, no friction between you and your money.
The Zoop customer portal is token-gated and passwordless, so a client taps a secure link from their phone and sees exactly what they owe. No login screen, no forgotten password, no support call to you.
Clients reach their portal through a secure signed link instead of a username and password. There is nothing to remember and nothing for you to reset, so customers get in on the first tap from any device.
Customers see every open quote and invoice they have with you, what is due, and what is already paid. No more emailing PDFs back and forth or fielding 'what do I owe you' calls.
Each invoice carries a secure signed payment link the customer pays straight from their phone. They pay with a card or ACH bank transfer through Stripe, with Apple Pay and Google Pay surfaced automatically, and the invoice updates itself to paid.
Clients securely save cards and ACH bank details in the portal and set a default payment method. Next time you bill them, the payment is one tap, which means faster collection for you.
Customers review and one-click-revoke their own auto-pay authorization right in the portal. Consent is captured with a full compliance trail, so recurring billing stays transparent and disputes stay rare.
Every payment generates a receipt the customer can pull up any time. You stop being the person who has to dig up proof of payment from six months ago.
Most portals fail because they ask homeowners to register and remember a login. Zoop’s customer portal is token-gated and passwordless: you send a secure signed link, the customer taps it, and they are in. From there they see every outstanding quote and invoice you have sent them, pay with a card or ACH bank transfer through Stripe, and save a payment method for next time. Apple Pay and Google Pay show up automatically on supported devices. Because there is no login wall, customers actually pay on the first try instead of giving up and waiting for you to call.
When a client saves a card or bank account in the portal and sets a default method, your next invoice is one tap to settle. For maintenance plans and memberships, the portal is where customers grant and review auto-pay. Authorization is captured through an attestation flow with a full payment-consent compliance trail, the mandate, IP, and disclosure version, and the customer can revoke it in one click any time. That keeps your HVAC, pool, pest, and lawn plans billing on schedule while customers stay in control. Pair the portal with your public booking website on the Storefront to turn new leads into paying, self-serve customers end to end.
A customer portal is a self-service area where your clients handle their own billing instead of going through you. In Zoop, the portal is token-gated and passwordless: customers view their outstanding quotes and invoices, pay by secure link, manage saved cards and ACH bank accounts, set a default payment method, review and revoke auto-pay consent, and pull up receipts, all from their phone with no login.
No. The Zoop customer portal is passwordless and token-gated, so customers reach it through a secure signed link with nothing to register and nothing to remember. That removes the biggest reason home-service clients abandon a portal, and it means you never have to reset a password for a customer.
Customers pay with a card or ACH bank transfer through Stripe, and Apple Pay and Google Pay appear automatically on supported devices. They can pay a single invoice from its secure link or save a card or bank account in the portal to make the next payment one tap. The invoice updates to paid on its own and a receipt is generated for them.
Yes. The portal is where customers grant, review, and one-click-revoke auto-pay for recurring plans and memberships. Every authorization is captured with a full payment-consent compliance trail, including the mandate, IP address, and disclosure version, so your maintenance billing stays transparent and your customer always stays in control.
No, they are two different things and they work together. The customer portal is private self-service for your existing clients to pay and manage methods. Your public booking website and online booking widget live on the Zoop Storefront, where new leads find your services and request appointments. Use both to take a customer from first booking to paid invoice without leaving Zoop.
The customer portal is included free during the Zoop beta, along with invoicing, quotes, Stripe payments, recurring plans, the People CRM, jobs and scheduling, and your Storefront. There is no per-seat cost on Zoop, since access is role-based rather than seat-capped. You only pay standard Stripe processing fees on card and ACH payments.
Give every client a passwordless customer portal to view what they owe, pay by secure link, save a card or bank account, and manage their own auto-pay. Set it up in minutes and watch your invoices get paid faster.
