Fewer incoming calls
Faster payments
Self-service booking
Your branding
Adjust the slider to see impact
Calls Reduced Daily
27
Out of 45 daily calls
Hours Saved Daily
1.8
108 minutes
Hours Saved Monthly
40
Based on 22 workdays
That's like adding:
0 weeks
Of extra CSR productivity every year
❌ BEFORE
Customer calls: 'When did you last service my AC?'
✓ WITH PORTAL
Customer logs in, sees all past services
❌ BEFORE
Mail checks, call with card number, manual processing
✓ WITH PORTAL
Click 'Pay Now' button, done in 30 seconds
❌ BEFORE
Call during business hours, wait on hold, schedule
✓ WITH PORTAL
Book 24/7 from phone, no calling needed
❌ BEFORE
Email back and forth, print, sign, scan, email
✓ WITH PORTAL
Click approve button, e-signature, instant
Customer:
Clicks link in text message
Portal:
Logs into branded portal (your logo, colors)
Result:
Sees invoice, service notes, photos
Customer:
Clicks 'Pay Now'
Portal:
Saved payment method, one click
Result:
Paid in 15 seconds
Customer:
Clicks 'Book Service'
Portal:
Sees your available times
Result:
Books next appointment
Upcoming appointments, open invoices, service history
Every service with photos, notes, parts used
All invoices with 'Pay Now' buttons
Pending estimates with approve/decline options
Registered equipment with warranty status
Real-time calendar, pick date/time
Your company logo
Your brand colors
Custom domain (portal.yourcompany.com)
Welcome message
Email templates
SMS notifications
Customers never see 'LeadZ'
It's YOUR portal, YOUR brand, YOUR professional image
Customers see every service you've ever done. Date, tech name, services performed, parts used, cost. Notes and recommendations. Equipment registered. Download PDFs of any invoice.
Save payment methods securely. Pay invoices instantly. Set up autopay for service plans. Payment history and receipts. Email confirmations. Split payments across multiple cards.
Book appointments 24/7. See real-time availability. Pick preferred tech. Add notes about issue. Get instant confirmation. Reschedule anytime. Add to calendar automatically.
Customers message you directly from portal. You respond from LeadZ dashboard. Attach photos of issues. Share estimates. Confirm appointments. All in one thread.
Your logo, your colors, your domain. Customers never see 'LeadZ' branding. Looks like your custom-built portal. White-label solution. Professional image. Build trust.
View estimates online. Compare options side-by-side. E-signature approval. Ask questions via messaging. Get instant confirmation when approved. Download PDF copies.
Warranties, permits, manuals stored securely. Photos from every service visit. Equipment documentation. Financing agreements. Access from anywhere. Never lose paperwork.
Automatic reminders for maintenance. Book from reminder notification. See why service is recommended. One-click to schedule. Never miss preventive maintenance.
"Our phones stopped ringing off the hook with 'where's my invoice?' and 'when can you come?' calls. Customers love being able to do everything themselves. We love not being on the phone 8 hours a day. Win-win."
Jennifer Park
Owner, Park Heating & Air