Reduce administrative work by giving your clients access to all of their project data in one central place.
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Elevate your business and gain complete trust from your clients with a custom login link. Clients can access their projects at any time from your website.
Save yourself the awkward conversation if there is an invoice outstanding. With Mydoma, you can easily set up an invoicing schedule to send clients a notification that a payment is due. Invoices can be paid via ACH or credit card through the client portal. Cash or cheque payments can be manually recorded too.
Eliminate the need to manually update clients when estimates are prepared, a contract is ready, or a message has been sent their way. Mydoma acts like your personal assistant and sends these notifications directly to your client’s inbox.
Stop communicating with your clients through text, email, and social media only to lose track of important information along the way. Mydoma becomes your central location for client communication, allowing you to set healthy boundaries.
Feel in control of your client relationships. Mydoma’s client portal views give you granular control over the products and services a client can see within their project. Filter and save views to show clients items per room, by option, product type and more! Filter out fields like pricing, manufacturer and more to keep information relevant for clients.
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