Customer Experience

Everything the customer needs, one SMS link away.

Ratchly's public portal lets homeowners see estimates, track their tech, pay invoices, and book more work — no login, no app.

The problem

Customers hate the phone-call bottleneck.

They want to see their quote, pay their bill, and rebook — without waiting on hold. Legacy field service apps make them call the office for everything.

Every 'when will my tech arrive?' becomes an office call
Invoices sit unpaid because customers can't pay online
Repeat bookings die because there's no self-serve path

How Ratchly solves it

A portal so simple, no one asks for a login.

Every customer message includes a secure link. It opens their live job status, their unpaid invoices, and a 'book again' button. No password, no download, no confusion.

Token-based links

Each link is scoped to one customer and expires safely — no accounts to manage.

Live ETA tracking

Same real-time map as Uber Eats, straight from the SMS.

Pay invoices in-portal

One-tap card or ACH via Stripe, no login required.

Book service anytime

Customers request a service window from their profile — request drops in your dispatch inbox.

Walkthrough

See it in the real product.

Every screenshot below is a live capture from a Ratchly account — not a mockup.

The customer as you see them

One profile with service history, equipment, invoices, and portal link.

Your full customer list

Search, filter, tag, and bulk-message customers from one page.

Benefits

What it means for your shop.

Cut inbound calls to the office by 40 – 60%
Homeowners pay 2× faster with self-serve card links
Repeat-booking rate rises without a marketing spend

FAQ

Customer Portal — quick answers.

Do customers need to install anything?

No. The portal is a link. Works on any smartphone or laptop browser.

Is it secure?

Yes. Each link is a signed token tied to a single customer; links expire and can be revoked from the customer profile.

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