Client Portal & Work Order Management Platform
Built a client-facing portal for managing work orders, approvals, invoicing, and payments. Role-based access for administrators, client managers, and view-only users with digital signature support and integrated payment processing.
A service organization needed a better way to manage work orders, approvals, and billing across multiple client accounts. Their existing process was manual, scattered across emails and spreadsheets, and made it hard to keep clients in the loop on project status and costs.
The Challenge
The client needed a centralized system where work orders could be created, submitted for approval, tracked through completion, and invoiced, all in one place. Clients needed to be able to review work, approve with digital signatures, and pay invoices directly through the platform.
What We Built
We built a full portal with role-based access for three user types: the service provider admin, client administrators, and read-only client viewers. The system handles the full lifecycle from work order creation through approval, completion, invoicing, and payment.
Work order creation with line items, estimated costs, and file attachments
Digital signature capture for client approvals
Automatic change order workflow when actual costs exceed estimates
Invoice generation with PDF export and integrated Stripe payments (ACH and credit card)
Email notifications at every stage of the workflow
The Result
The client now runs their entire work order and billing process through one platform. Clients can log in anytime to check status, approve work, and pay invoices. No more chasing approvals over email or manually generating invoices.