Your Clients Deserve a
Premium Experience
Branded portal for quotes, invoices, and lab results. Reduce support calls by 80% with self-service access.
AceMold Inspections
Client Portal
Welcome back,
Sarah Johnson
2
Quotes
1
Invoices
3
Reports
Recent Documents
Lab Results - Kitchen
Jan 15
Invoice #1247
Jan 12
PureMold Inspections
Client Portal
Use any document you already have on file
Your Brand. Your Domain.
Give clients a premium experience with your own branded portal. No passwords, no accounts — just their phone number and any document they already have: a quote number, invoice number, or service date.
- Custom subdomain (clients.yourcompany.com)
- Your logo and brand colors
- Phone + identifier verification (no passwords)
- Session-based access (24-hour expiration)
- Rate limiting for security
- Mobile-optimized experience
Everything In One Place
Clients can view quotes, invoices, and lab results anytime. No more "where's my report?" calls—it's all in their portal.
- View all quotes (pending, approved)
- View invoices and payment status
- Access assessment reports
- Download lab results and COCs
- Check payment history anytime
- Download PDFs instantly
Turn Your Website Into a Lead Machine
Embeddable widgets that work on any website. Easy to install, fully customizable, and packed with analytics.
Recent Reviews Display
Show your best reviews with an auto-updating feed. Social proof that converts visitors.
Online Booking
Availability calendar with service selection. Clients book instantly, you get notified.
Lead Capture Forms
Custom fields, file uploads, and full UTM tracking. Know exactly where leads come from.
Signs
Mold? Smell? Water?
Symptoms
Health issues?
Context
Prior damage?
Property
Age & type
Contact
Info & address
Availability
Times & files
Step 4 of 6
Tell us about the property
Route Leads to the Right Path
Multi-step questionnaires that qualify leads automatically. Different paths for renters, homeowners, and agents—with intelligent priority routing.
- File upload support (up to 10 files)
- AI-powered response acknowledgment
- Auto-creates client and lead records
Know Where Your Leads Come From
Track form submissions with full UTM attribution. See which marketing channels drive completions, analyze drop-off points, and optimize your funnel.
- Full UTM tracking on all forms
- Questionnaire completion rates
- Drop-off point analysis
- Lead source comparison
- Device breakdown reports
- Time to complete metrics
Lead Sources
Last 30 days
78%
Completion Rate
2m 34s
Avg. Time
64%
Mobile
Hi Sarah — your quote is ready. Tap to review and approve: promold.app/q/a9x2
Just now
View your documents
Or verify with service date or invoice #
Clients See Their Documents Instantly
Every quote, invoice, and report gets a unique public link. Clients tap it from a text message and see their document right away — no account, no password, no friction at the moment it matters most.
Public Links
One tap from SMS. No login. Immediate access to the document.
Client Portal
Phone number + their service date, quote #, or invoice # — then every document they've ever received, in one place.
- No-login public link for instant access — clients tap and see their document immediately
- No account creation, no friction at the approval or payment moment
- Portal login uses their phone number + any document they already have — service date, quote #, or invoice #. No password to create or forget.
- Company logo, colors, and branding — looks professional from day one
- Clients view reports, approve quotes, pay invoices, and see payment history
- White-label domain option: clients.yourcompany.com
"Clients love being able to check their results online—and I know exactly how they found me through the analytics."
David Chen
Owner
See It In Action
Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure