Online Booking + Client Portal

Let customers book and self-serve while your office stays focused.

Category: Core Operations
Built for contractors

What hurts today

Phone-only intake overwhelms office staff and slows response time.

How JobHelm handles it

Booking forms and customer portal feed directly into dispatch-ready workflows.

JobHelm — Client Portal
Whitman Residence Portal

Upcoming Appointments

Tue, Mar 10 • 9:00 AM

Confirmed

Seasonal plumbing inspection

Past Invoices

INV-1971

$286.00

Paid

INV-1932

$612.50

Paid

INV-1886

$149.00

Due

What you can do

Branded booking widgets

Portal access for status, invoices, and approvals

Preferred time window capture

Automated confirmation messaging

Scope change approval workflow

How it works

Step 1

Customer books

Step 2

Office reviews

Step 3

Job auto-enters schedule

What this changes for your business

You cut admin time in online booking + client portal and keep jobs moving.

You get clearer visibility while the day is still in motion.

You close jobs cleaner, send invoices faster, and collect sooner.

Add-ons that pair well

Website Builder + Lead Capture

AI Intake + Classification

See it on your workflow

Join early access and get help mapping your move.