Your name on everything they see
We don’t get between you and your clients. Every surface your customer touches carries your name and brand, not ours. Every project gets its own private portal, sharing exactly what you choose to share with your client, and the estimate, the change order and the invoice all carry your terms, under your brand.
Your brand on every surface
Upload your logo once and it fronts everything: proposals, change orders, invoices, the customer’s job page and the payment pages beyond them. Your phone number sits at the foot of every document, and your warranty and terms print exactly as you wrote them, clause for clause. Your name carries through to the card statement the customer reads. There is no co-branding, no “powered by,” and nothing that tells your customer which software you bought. As far as they can tell, they hired a contractor who runs a tight operation — which is the correct impression.
A private page for every job
Every job has its own page, private to the customer whose job it is: one place holding the documents, the dates and where things stand, current, on any device. It takes the place of a thread where the real date is three messages up and the final price is somewhere below it — there is one page, and what it says is what is true. The customer who wants to know where things stand looks, instead of calling you. And what they find looks like a business that has this handled, which is the impression you were going to have to earn some other way.
They see the documents and the big moments — nothing else
The page shows the documents and the big moments: the estimate, the acceptance, the schedule with the crew named, we’re-on-the-way, the invoice, and paid — and nothing else unless you choose to share it. A comment or a photo is one checkbox away from being on the page. Slips, drafts, internal notes and the day’s working chatter render nothing, ever. The page reads like a well-run project because that is what it is showing, not because anything was hidden.
On that job, what the customer got at the end of the day was the finished work and a note from the technician who did it:
All done today. Ran the new 60A feeder out to the garage, set and labeled the 100A subpanel, and got the 48A charger mounted, wired and tested at full power. Walked you through the charger and the new panel before I left — the manual and the circuit list are in the panel door.
The parts request, the crew’s back-and-forth about the cable run, the day’s working chatter — none of it was hidden from him. It simply was never addressed to him.
That job has a page, and this is the link to it: see it (opens in a new tab).
Texts from your number, replies to your email
Messages go out from your own local business number, in your words: drafted for you, editable to the last second. When the customer replies, the reply lands on the job’s record, where the office answers it in context rather than finding it on somebody’s personal phone by Friday. Email replies arrive at your own business address. The customer never learns a vendor’s name from you.
Always on the same page
One click shows you the portal exactly as your customer sees it: same page, same order, same everything. So when they have you on the phone there is nothing to reconcile between what you are describing and what they are reading — you are both looking at the same page, because it is the same page.
And nothing else
Is my customer’s job page private?
Yes. Each page is private to the customer whose job it is, and it opens for them on any device with nothing to sign up for and nothing to reset — which is why customers actually use it instead of calling you for an update.
What does my customer see on their page?
The documents and the big moments: the estimate, their acceptance, the scheduled date with the crew named, we’re-on-the-way, the invoice, and paid. Nothing else appears unless you choose to share it: a photo or a comment is one checkbox away, and slips, drafts and internal notes never render at all.
Whose name is on all of this?
Yours. Your logo and your business name front every customer-facing surface (proposals, change orders, invoices, the job page and the payment pages), and your name is what carries through to the customer’s card statement. There is no Wipjet branding on anything your customer sees, and no indication of what software produced it.
Do texts come from Wipjet or from me?
From your own local business number, in your own words, and replies come back onto the job’s record where the office can answer them in context. Email replies arrive at your own business address. If you’d rather keep every customer conversation in the mail and messaging apps you already use, the same pre-written message hands off to those instead.
What if I change a setting after I’ve already sent something?
Nothing your customer already has changes. Documents freeze at the moment they send, so what somebody opens weeks later is exactly what you sent: the same scope, the same detail, the same branding, regardless of what has changed in your account since. New documents pick up the new settings.