Customer Experience

Your Customers Deserve Better

Give every homeowner their own portal with real-time updates, photo documentation, and easy online payments.

Real-Time Updates

What Your Customers See

No more "Where's my project?" phone calls. Customers log in anytime to see exactly where things stand.

From contract signing to final walkthrough, every step is visible. Plus photos, documents, and payment options — all in one place.

Project Status

Contract Signed
Materials Ordered
Permit Approved
4
Crew ScheduledIn Progress
5
Install Complete
6
Final Inspection
Benefits

Good for Customers, Great for You

A better experience for them, less overhead for your team.

Fewer Phone Calls

Customers check status themselves instead of calling your office.

Faster Payments

Online payments mean you get paid faster with less friction.

Professional Image

A branded portal sets you apart from competitors still using paper.

Built-In Trust

Transparency through documentation builds confidence and referrals.

Portal Features

Everything Customers Need

Everything your customers need, nothing they don't.

Project Timeline

Real-time status updates showing where their project stands in your workflow.

Photo Gallery

Before, during, and after photos organized by stage. Builds trust and documents quality.

Digital Signatures

Get contracts, change orders, and approvals signed electronically — instantly.

Online Payments

Accept deposits, progress payments, and final balances through the portal.

Notifications

Automatic alerts when status changes, documents need signing, or payments are due.

Your Branding

Your logo, colors, and domain. Customers see your brand, not ours.

CRM Integration

Powered by Your CRM

The portal pulls directly from your deal records. Update status in Kestrel, customers see it instantly. No double entry, no sync issues.

  • Real-time sync with CRM pipeline stages
  • Photos from job sites appear automatically
  • Payment status updates in both places
  • Document signatures create deal records

Portal Preview

Your brand, your domain

Ready to Impress Your Customers?

See how a professional portal can transform your customer experience.