DEMO
DU
Customer action portal

Customer account

Proof, payment, approvals, next visit, and direct contact. Full history stays in the tabs.

New request

Balance due

$5,085.00

5 open invoices

Proof records

8

Customer-visible service proof

Approvals needed

0

Change orders and requests

Next visit

8:00 AM

Jun 18, 2026

Customer action board

$5,085.00 balance due

5 invoices awaiting payment.

Pay invoice

Action type

Payment

Open invoices

5

Approvals

0

Open threads

5

Media-backed proof

Northgate Medical — Floor 6

View proof

Exceptions and attention

2 account items to watch

Open issues

Next visit

Jun 18, 2026 · 8:00 AM

View schedule

Northgate Medical - Floor 6

Weekly office clean

Confirmed
Jun 18, 20268:00 AMMarcus R.

Northgate Medical - Lobby

Floor polish

Confirmed
Jun 21, 20266:00 AMLila P.

Downloads

Proof packs, invoices, and account files

Open reports

Invoices

Pay invoice

Service Proof

View proof

Issues

Open issue

Requests

New request

Messages

Message Crown Ridge

Reports

Open reports