CLIENT PORTAL

Our goal here at The Admin Side, is to work with small business owners and solopreneurs to simply their business processes, waste less time on menial tasks and get to the real work that matters.

We wouldn’t be exactly taking our own advice if we didn’t make the process of working with us as simple and straight forward as possible.

The client portal syncs all your project and account information from our end into your very own portal. No added pressure over here.

This link is included in your contract once you sign and pay for your package. Then you get an email with your user name and your password. It’s that easy.

Here’s what you see when you log in to your portal:

ALWAYS SYNCED:

  • Invoices
  • Client Info ( name, email address, phone etc)
  • Job Name
  • Job Date and Time
  • Appointment Dates and Time

SYNCED UPON SENDING / Clicking MARK SENT:

  • Forms / Questionnaires
  • Proposals
  • Contracts
  • Emails
  • Titles of invoices, forms and contracts

Interested In Working With Me?

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