Client Hub

One link for everything your customer needs

Options, signatures, deposits and invoices in one branded portal. No app to download and no password to remember.

9:41

Sound familiar?

Customers get lost in the back-and-forth

  • “Can you resend that quote? I can’t find the email.”

    Documents buried in inboxes mean more calls and slower decisions.

  • “They wanted the better water heater but didn’t want to ask.”

    A fixed PDF can’t let customers explore options on their own.

  • “It took three texts to get the deposit paid.”

    Every extra step between yes and paid is a chance to stall.

Here’s how Jomioz fixes it ↓

Make it easy to say yes

The fewer steps between your estimate and their payment, the more jobs you win.

  • Choose and customize

    Customers compare packages, pick between options and check extras, with the total updating as they go.

    Estimate #1042

    Choose your option

    Essential

    $2,480.00

    Recommended

    $3,180.00

    Premium

    $3,820.00

    Thermostat

    Smart +$225.00Standard

    Extras

    Recirculation pump+$525.00
    Total$3,930.00
  • Sign on their phone

    They draw a signature and accept. Every approval is recorded with a timestamp.

    Estimate #1042

    Approve and sign

    Total$3,180.60
    Deposit 25%$795.15
    Sign here
    Approve and pay deposit
    Approval recordedSigned by Olivia Taylor
  • Pay the deposit

    The deposit is shown upfront and paid in the same step as accepting.

    Recommended$3,180.00

    Walk-in shower and new tiling

    After you accept, you'll pay a $636.00 deposit to secure the work.

    Accept estimate

Everything they need, in one link

No app to download and no password to remember.

  1. ChoosingCompare the options

    Packages side by side, with extras they can check.

  2. Saying yesSign and pay the deposit

    They sign on their phone and pay the deposit in the same step.

  3. After the jobPay the invoice

    Invoices, history and documents, all in the same place.

Pay from the email

Paying you is one tap away

Every invoice and reminder carries a pay link, so customers pay by card in seconds.

BrightlineInvoice #1043 is now due

Hi Olivia,

Just a friendly reminder that this invoice is now due. You can pay securely online.

Amount due

$2,385.45

Pay now
  • Card payments via Jomioz Payments
  • Saved cards when they allow it
  • Automatic reminders
  • Deposits and stages too

Clear bills

Everyone knows what’s left to pay

Invoices show what’s been paid, including deposits, and what’s still due, so there’s nothing to argue about.

Invoice #1042

Panel replacement

Carried over from estimate #1042

Subtotal$2,945.00
Sales tax 8%$235.60
Total$3,180.60
Deposit received−$795.15
Amount due$2,385.45
Send with payment link
  • Deposit credits shown
  • Balance due in bold
  • Download a PDF
  • Pay online in seconds

“I'm not a computer person and I was worried about switching. I had it running in an afternoon. My estimates look properly professional now, and customers pay straight from the invoice, so I'm not chasing money.”

Customer story

Clive L

Painter & decorator

Everything customers ask you for

Fewer calls, fewer texts, fewer “can you resend that?”

Magic-link loginE-signaturesJob historyDocumentsCommentsChange requests
DocumentsCommentsChange requestsMagic-link loginE-signaturesJob history
  • Magic-link login

    No passwords. They tap the link and they’re in.

  • E-signatures

    Approve and sign on their own phone.

  • Job history

    Past estimates, invoices and visits in one place.

  • Documents

    Download estimates and invoices as PDFs.

  • Comments

    Questions on an estimate stay with the estimate.

  • Change requests

    Ask to move an appointment without calling.

FAQs

Everything you need to know before you start.

Give customers one link, not ten emails

Start free for 14 days. No card needed.