Estimate access
Customers can open estimate details and review the work scope before approving next steps.
Client portal
Give customers one simple place to view documents and payment info.
SoloTradeKit client portal pages help customers find estimates, invoices, PDFs, and payment information from a mobile-friendly customer link.
Start free trialInvoice access
Customers can view invoice totals, payment status, and invoice documents without asking for another copy.
Payment-ready
Payment links can guide customers from an invoice to online payment through Stripe-powered checkout.
Controlled links
Portal links are designed for customer access without exposing the business dashboard.
What the customer gets
A direct path to the document they need.
Customers open a secure, customer-facing link from their phone or computer. They can review the relevant estimate or invoice, download a document for their records, and find payment information without searching an email thread or creating an app account.
What stays private
Your operating workspace remains separate.
A portal link is not access to your dashboard. Customer records, other jobs, internal notes, settings, and business administration remain inside the authenticated SoloTradeKit workspace.