Overview
The Client Portal by CliqSync provides your customers with secure, 24/7 access to their job information through a professionally branded web portal.
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. After the trial, a subscription is required to continue using the service
Monthly $99/month AUD (inc. GST)
Annual $999/year AUD (inc. GST) — save $188.05
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]
