Client Portal and SA Payments - Service Autopilot

What Does the Client Portal Do for You?

Other than being a sleeker design than ever before, the NEW Client Portal allows clients to view billing history, service history, and upcoming services. It allows them to update their card on file.

Plus, it allows clients to ask a question. You can also enable client portal autopay. In addition to all of the Client Portal’s previous features, you can now display your business name and your social media accounts.

5 Ways the Client Portal will Cost You Nothing

Think of all the money you’ll save when you no longer have to pay someone by the hour to complete these time-consuming tasks…

Save office time & expense by reducing billing phone calls

Get paid faster

Sell more work by letting clients request service via your website

Give your company the edge by appearing more professional

Stop trading phone calls and chasing payments

Offer clients a sleek new way to pay with a mobile app

Add Client Portal + SA Payments

Imagine What Your Clients Can DoWith the Client Portal…

Keep their card on file.

View and print their invoices.

View open or unresolved issues.

Directly pay their invoice or account balance.

View their payment history and current account balance.

Update their account and contact information.

Request services… which opens a ticket in your system.

Ask a question or report a problem… which opens a ticket in your system.

Update their credit card using a validity verification before saving it (and if you auto-charge, SA can prevent your client from deleting their card on file).

How To Make Your Client Portal FREE For 3 Months*

When you sign up for both SA Payments and the Client Portal, we'll credit your Clearent account the cost of the portal for three months!

First, complete the form below to let us know you're interested! We'll then help you set up your SA Payments, powered by Clearent account and connect you to the Client Portal.

Once your SA Payments account is activated, you'll be billed for the Client Portal but will receive a credit for the cost of the portal on your monthly Clearent statement for the next 3 months (unless you cancel the Client Portal during such period).

You must actively charge at least $250 a month through Clearent to maintain your Client Portal credit. After your promotional 3 month period has expired, Service Autopilot will continue to bill your credit card on file for the Client Portal in the amount of $47 per month.