Ezysystems – Self-Service Customer Portal
Sign In Sign Up

Let your customers book, pay and manage their services anytime.

The Ezysystems Customer Portal gives your clients a single place to see upcoming visits, review their full payment history, check their balance and pay in seconds — without needing to message your team.

Designed for always-on customers, the portal cuts down repetitive calls and messages by giving them instant answers.

Start a free trial Which plan?

Works with your existing Ezysystems account. No extra software to install.

Customer Portal · Ezysystems
Customer logged in
$87.80
• Next visit: Tue 21st • Last payment: Stripe • 24/7 access • 12 past invoices • Card on file • Messaging enabled
Customer view · Live sync

Give your customers 24/7 access to everything they need.

Upcoming appointments, payment history and their current balance are all visible in one place inside the Ezysystems Customer Portal.

By letting customers help themselves, you reduce inbound messages across WhatsApp, SMS and email — while still delivering faster support and a more professional experience.

Add optional components like self-service quotes and online booking so new customers can discover your services, request a quote and confirm their first appointment without you lifting a finger.

Portal Website

Secure portal, branded to your business

Each customer can sign in with their email or portal ID to see upcoming work, invoices and payments — all styled with your logo and colours, and linked directly from your website or emails.

Works seamlessly on desktop, tablet and mobile.

Request Quote

Showcase services and capture new bookings

Use the quoting component to list your services and optional extras. Decide whether customers receive instant pricing or submit a quote request with photos and notes.

Connected directly to your Ezysystems services and pricing rules.

Reviews

Turn every job into social proof

After each visit, customers are invited to leave a quick star rating and review. High-scoring reviews can be nudged towards Google or Facebook to help grow your reputation.

Build trust automatically with every completed appointment.

Cards & Payments

Customers can update payment details themselves

Let customers add or update card details or direct debit mandates directly in the portal, so your team no longer has to chase card numbers or expired details manually.

Works with your chosen payment processors in Ezysystems.

Appointments

See what’s coming up at a glance

Customers can view today’s appointment, their upcoming schedule and past visits — with optional ETAs if you choose to share them.

Fewer “What time are you coming?” messages in your inbox.

Live Chat

All portal messages in one tidy hub

Incoming questions from the portal land in a single message stream so nothing gets lost. Keep the whole conversation threaded against the customer record.

Optional auto-replies can guide customers back to self-service options.

Profile

Let customers keep their own details up to date

Customers can update their contact details, addresses and communication preferences themselves, so your CRM stays accurate without admin time.

Changes sync instantly to their profile in Ezysystems.

Automation

Set it once. Let the portal do the work.

Combine reminders, quotes, bookings and payment requests so your team moves from manual follow-ups to reviewing results.

Available on Advanced and Ultimate plans.

Upgrade Path

Start small, expand as you grow

Enable the basic portal on day one, then add quoting, reviews, live chat and more when your processes are ready.

Configure everything from inside your Ezysystems settings.

How Ezysystems helps teams like yours

Save admin time and give customers a better experience.

Hear how service businesses use Ezysystems and the customer portal to stay organised, reduce admin and get paid faster.

“The portal has become our always-on front desk.”

Before Ezysystems we were replying to messages all evening just to answer simple questions. Now customers log in, check their next visit, see what they owe and pay in a few taps. Our phones are quieter and the team can focus on the work.

Alex R. Owner · Northside Exterior Cleaning

“Invoices, payments and history in one timeline.”

We run hundreds of recurring jobs every month. Having every visit and payment visible to the customer in their portal means fewer disputes and far fewer “Can you resend that invoice?” emails.

Danielle M. Operations Manager · Brightside Services

“Consistent customer experience across every location.”

Each franchise runs their own Ezysystems workspace but our portal keeps the customer journey consistent — same login link, same review flow, same payment options. It feels unified to the client.

Imran S. Franchise Director · Clearline Group

Guides & resources

Articles to help you get the most from Ezysystems.

Customer Experience

Customer portals and why your next customer expects one

Learn how self-service portals reduce friction, lower support volume and make your business feel more modern overnight.

Reading time · 6 minutes

Read more

Quoting & Booking

Turning quote requests into confirmed appointments

Use the portal’s quoting component to capture details, send clear pricing and automate follow-ups so more quotes turn into scheduled work.

Reading time · 5 minutes

Read more

Payments

Get paid faster with online and automated payments

Combine the Ezysystems portal with card-on-file, bank debits and automated reminders to smooth out cashflow and reduce overdue balances.

Reading time · 7 minutes

Read more