CliqSync

The Client Portal by CliqSync provides your customers with secure, 24/7 access to their job information through a professionally branded web portal.

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What It Does

CliqSync syncs data from your ServiceM8 account and presents it to your customers through a clean, easy-to-use portal. Your customers can

• View job status, quotes, and invoices in real-time
• Access photos, attachments, and documents you've shared
• See site-specific information and job history
• Add notes and communicate with your team
• Accept or decline quotes directly

Key Benefits

• Reduce Admin Time Customers can check job status and access documents themselves, reducing phone calls and emails to your office.
• Professional Branding Your portal runs on your own subdomain (e.g., yourcompany.cliqsync.io) with your logo and company colours.
• Control What's Visible Granular visibility settings let you decide what information customers can access. Hide internal notes while sharing relevant updates.
• Real-Time Updates Changes in ServiceM8 sync to the portal automatically. No manual updates required.
• Better Customer Experience Customers appreciate having access to their information 24/7 without needing to call during business hours.

How It Works

• Connect Install the addon and connect your ServiceM8 account via OAuth
• Customise Add your logo, colours, and configure your portal subdomain
• Sync CliqSync syncs your jobs, customers, quotes, and attachments automatically
• Invite Share your portal link with customers — they create accounts using their email

Platform Support

• Vendor Setup ServiceM8 Online Dashboard only (one-time configuration)
• Customer Portal Accessed via web browser on any device (desktop, tablet, mobile)

Note: This addon is not available within the ServiceM8 mobile app

Pricing & Trial

CliqSync offers a 14-day free trial with full functionality and no credit card required. After the trial, a subscription is required to continue using the service

AUD

Monthly $49.95/month AUD (inc. GST)

Annual $495/year AUD (inc. GST) — save $104.40

USD

Monthly $34.95/month USD

Annual $349.95/year USD — save $69.45

EURO

Monthly €29.95/month EURO

Annual €299.95/year EURO — save €59.45

GBP

Monthly £24.95/month GBP

Annual £249.95/year GBP — save £49.45

Note: Installing this addon is free. An external subscription to CliqSync is required after the free trial period to continue using the portal.

Support

• Australian help centre built into the portal and our support staff are here to assist you and your customers to ensure a positive experience.
• Email support [email protected]