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The Customer Experience

Customer Portal —
Your Brand.
Their Experience.

Give your customers a branded portal to track their jobs, approve proposals, view photos, and communicate with your team — all without a single phone call. Professional. Automated. Powered by Taz.

[PRODUCT: Customer Portal]
What's Inside

Everything Your Customers Need.
Nothing They Don't.

Real-Time Job Tracking

SiteLab

Customers see exactly where their job stands — scheduled, in progress, or complete. No more "what's the status?" calls.

Proposal Approval

ScopeLab

Send proposals directly through the portal. Customers review, approve, and sign — all in one place. No PDFs. No back-and-forth.

Photo Documentation

MediaLab

Before, during, and after photos automatically linked to the customer's job. They see the work. You build trust.

Direct Messaging

SalesLab

Customers message your team directly through the portal. All communication is logged, threaded, and searchable.

Smart Notifications

Taz

Automated updates at every milestone — job scheduled, crew dispatched, work complete, invoice ready. Taz decides what to send and when.

Review Requests

Taz

When the job closes, Taz automatically triggers a review request at the optimal moment. More 5-stars. Less manual follow-up.

Custom Referral Portal

Taz

Each client gets a branded referral page they can share with friends and neighbors. Referrals tracked automatically through Taz — no spreadsheet required.

AI Chatbot for Clients

Taz

An AI-powered chatbot embedded in the portal so clients can ask about project status, timeline, invoices, and documents 24/7 — without calling the office.

Automated Project Updates

Taz

Taz sends intelligent status updates to clients based on actual job progress, not arbitrary timers. The right update at the right moment.

The Business Case

A Better Customer Experience
Is a Revenue Strategy.

68%

of customers say transparency during a project increases likelihood of repeat business

3x

more likely to leave a 5-star review when given a professional portal experience

40%

reduction in inbound status calls when customers have real-time job visibility

POWERED BY Taz

Taz Manages the Relationship
So You Don't Have To.

Taz monitors every customer interaction, flags when follow-up is needed, triggers review requests at the right moment, and learns what communication patterns produce the best outcomes for your operation.

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Ready to Give Your Customers
a Real Experience?

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