Free Customer Portal for Contractors: Let Clients View Proposals, Invoices and Service History

Why a customer portal matters

Customers ask repeatedly: "Can you resend that proposal?", "Did I pay that invoice?", "When was my last service?". A customer portal gives each customer their own private page with a simple link where they see everything.

How DunaHub's customer portal works

Unique token per lead at /portal/[token]. 4 tabs: Proposals (approve pending), Invoices (pay online), Payments (history), Service History. Branded with your logo and colors. Floating WhatsApp button.

What it costs

• Free plan: 10 active portal clients (total, not per month)
• Starter ($9.90/month): unlimited
• Pro ($49/month): unlimited

How to set it up

1. On the lead page, click "Generate Portal Link".
2. Copy and send by text/email: "Save this link. It has everything: proposals, invoices, and your service history."
3. Manage active tokens in Settings → Customer Portal.

Use cases

Maintenance contract customer: Needs proof of service 6 months later. Opens portal, goes to "Service History," finds it in seconds. Zero phone time.

Landlord with 5 properties: One portal link shows all invoices for all services in one place.

Compliance & limits

• Free plan: 10 active tokens (not per month). Revoking frees a slot.
• Starter and Pro: unlimited.
• 4 fixed tabs: no per-lead customization.
• Branding: logo and colors applied automatically.

Related guides

• Proposal software with e-signature
• Invoicing with online payments
• CRM Pipeline

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Last updated: June 9, 2026 · Feature name: Customer Portal