AppSite Portal

Your customers’ own window into the work.

The Portal is where a company’s customers sign in: what they asked for and where it stands, the tasks being done for them, invoices and estimates, their messages with the team — and, for podcast guests and talent, the shows they are part of.

Customers — your portal
Sign in with your email and password. First time here? Set up your access: we send a code to the email or phone we have on file, and you choose a password.
Sign in

Who it’s for

Everyone on the other side of the counter.

Customers

Everything you asked for, in one place.

Every request with its status and history, every invoice paid or due ready to view or download, and estimates to review and accept before the work starts.

RequestsInvoicesEstimates
Service businesses

Fewer “where’s my job?” calls.

Customers read the same records your team works in — the tasks, the work, the invoices — one record on both sides, so the answer is already on their screen.

One record, both sidesTasksMessages
Podcast guests & talent

Your shows, and your part.

“My shows” lists the podcast shows you are part of — your segments and your part — from the same production the host runs.

My showsYour segments
Inside the portal

Signed in, on any device.

Customers set up their own access — a code goes to the email or phone on file and they choose a password — and everything inside reads from the records the team works in.

  • Requests & items — everything asked for, with its status and history.
  • Tasks — what is being done for you, and what is waiting on you.
  • Invoices — every invoice, paid or due, ready to view or download.
  • Estimates — quotes to review and accept before the work starts.
  • Communications — your messages with the team, one thread per request.
  • My shows and Profile — the shows you are part of; your details, preferences and who can sign in.

From an invitation to answers in three steps

Set up, see, follow up.

Step 1 · Set up access

A code, then your password.

First time? A code goes to the email or phone the business has on file, and you choose your own password.

Code by email or phoneYour password
Step 2 · See the work

Where everything stands.

Requests, tasks and estimates, each with its status — accept an estimate before the work starts.

StatusAccept estimates
Step 3 · Follow up

One thread per request.

Message the team on the request itself, and find every invoice — paid or due — when you need it.

MessagesInvoices
Start

The Portal comes with the plans.

On AppSite Pro, client portal access is $1 a month per client active that month — no activity, no charge.

No access yet?

Talk with the team, or explore the modules for your industry first.