Keeping clients in the loop

Nobody likes a no-show: not you, and not your client. That is why every work order in ServisGo comes with a personal page for the client, where they can check the booked time and pick a different one themselves, all without a single phone call.

Clients do not need an account or a password. One secure link is all it takes.

The client's personal page

Each work order has its own page for the client, reachable by a secure link. To get it, open the "Work Orders" page from the left sidebar and find the work order's row. Click the three-dot button at the right end of the row and pick "Customer Portal Link" from the menu that opens. A window with that name shows the link, with a copy button next to it. Share it any way you like.

The highlighted "Customer Portal Link" entry in the row menu opens the window with the link.

With the "SMS" feature switched on in "Settings", you do not even have to share it yourself: clients receive the link by text message automatically. There are two kinds of texts: a "Reminder" about an upcoming visit, and a "Confirmation request" asking the client to confirm the time. You set up both under "Settings" in the left sidebar: pick "SMS" in the list on the left, and each text has its own message and "Days in advance" setting.

What the client sees

The link opens a simple page called "Your Order", showing the service, date, time and location, with a "Reschedule" button next to the booked time.

The client's work order page with the booked time and the Reschedule button — What the client sees: the work order details and a one-tap way to move the time.

If the client taps "Reschedule", ServisGo shows other available times based on your team's real availability. The client simply picks one, and your calendar updates. When no other time fits, the page asks the client to contact you instead, with "Call Us" and "Email Us" buttons right below.