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Client Hub · Built into RootControl

A customer portal they actually use

No password. No app. Customers tap a magic link, land on their own dashboard, and self-serve everything they used to call your office about: job photos, invoices, contracts, messages, new service requests. Fewer interruptions for your team. Faster payments for your books.

No-login magic links OTP e-sign Pay invoices online In-portal messaging Self-serve requests
A glance at the Hub

What your customers see the moment they tap in.

One page, no login. Next service, their living property map, account balance, recent messages, and recent invoices, all on first load.

RootControl Client Hub dashboard showing next service, property map, balance, open requests, recent messages, and recent invoices.
Why teams switch to the Hub

Your customers want fewer phone calls. So do you.

Most landscape companies absorb a steady drip of customer-side friction every day, and most of it traces back to three places.

"Where's my crew?"

Every interruption call costs the office half an hour by the time you find the job, pull up the schedule, and call the customer back. The answer was in the system. The customer just had no way to see it.

Invoices that go unpaid

Customers misplace the email. They mean to pay. They forget. Days-to-pay creeps from 12 to 45, and you're chasing a number your work earned three weeks ago.

Six-email proposals

Send the PDF, wait, resend, wait, get a one-line "looks good," send the e-sign link, wait, get the signature back. A week passes on a job that could have started Monday.

How it works

From short code to signed proposal, without a login

One link gets the customer in. Everything they need to do is on the other side of it.

01

Customer receives a short code or magic link

The moment you create a customer, RootControl can send them a short code by SMS or a one-click magic link by email. No account creation, no password reset flow, no app store install. They click, they're in.

02

They land on their own dashboard

Their property, their jobs, their photos, their invoices, their messages, scoped to them and nothing else. Customers can only ever see their own records. Anyone else's link simply doesn't exist for them.

03

They self-serve everything they used to call about

Job status, before/after photos, invoice download, online payment, contract signing, messaging your office. Most of the calls your office takes today are answered by the Hub before the customer ever picks up the phone.

04

New work flows in as a service request

When the customer wants something new (a one-off pruning, an irrigation tune-up) they submit it from the same portal. It lands in your back-office triage queue with the property, requested service, and any photos attached. Estimating picks it up from there.

What's in the Hub

Built around what customers actually do

Six surfaces, one portal. Each one designed to replace a phone call.

No-Login Magic Links

Customers get in with a short code or one-click link. No accounts to create, no passwords to forget, no app to install.

  • Short codes by SMS, magic links by email, pick either or both
  • One-time links that expire on the schedule you set
  • Works on any modern phone or desktop browser
  • Customers can only ever see their own records, never anyone else's

Photo & Job Timeline

Customers see every visit, every before/after photo, and every note. No more "did you guys come last Tuesday?" emails.

  • Before, after, progress & issue photos from the crew's phone app
  • Per-visit notes the crew added on site
  • GPS-stamped photos with date, time, and location burned in
  • Living Property Map layers available on supported plans

Pay Invoices Online

Card or ACH bank transfer, right from the invoice in the Hub. We white-label everything, the checkout carries your brand, not a Stripe redirect. Days-to-pay drop the week you turn it on.

  • Card: 2.9% + $0.30 to Stripe + 1% to RootControl
  • ACH: 0.8% (cap $5) pure pass-through, no RootControl markup
  • Automatic Financial Connections verification on bank links
  • Receipts auto-emailed under your brand the moment payment clears
  • Payment history visible to customer and office side-by-side

OTP-Verified E-Signature

Proposals and contracts get signed in the Hub, with the audit trail to back it up.

  • SVG signature captured in-browser, no plugin required
  • One-time passcode sent to email or phone on file
  • IP address, user agent, and timestamp recorded
  • Signed PDF flows back to the office automatically

In-Portal Messaging

One thread per customer. Your office answers from the same view; customers answer from the Hub. No more buried emails.

  • Threaded customer ↔ office messages with read receipts
  • Customers reply from their phone without leaving the Hub
  • Office side sees every property's thread in one inbox
  • Attachments supported (photos of damage, gate codes, etc.)

Self-Serve Service Requests

Customers ask for new work from the same portal. Requests land in back-office triage with full context attached.

  • Customer picks service type, drops photos, writes a note
  • Request lands in office triage with property, customer, and history pre-attached
  • One-click route to estimating or scheduling from triage
  • Customer gets status updates back through the Hub

Want to see the Hub through your customers' eyes? Book a demo.

Client Hub

One portal. Two perspectives.

Your customers see their jobs, invoices, and contracts. You see fewer interruption calls and faster payments.

RootControl customer detail screen showing MRR, lifetime revenue, outstanding balance, and recent jobs for a single customer. Customer-facing Client Hub portal showing the Jobs tab with upcoming and recent work for their property.
Your Business

Fewer interruption calls

Customers find their own answers (job status, photos, invoices) without calling your office.

Service requests become tickets

New work arrives as a proper ticket, triaged by your team and converted to an estimate or job in one click.

Payments without friction

Customers pay directly from the Hub via Stripe CC or ACH, no invoice emails to dig through.

Your Customers

No account, no password

Access the portal with a short code or magic link. Customers are in their dashboard in seconds, every time.

Full job visibility

See every visit: before and after photos, technician notes, and job status, no guessing when crews were on-site.

Review, sign & pay in one place

Proposals, contracts, and invoices all live in the Hub. Customers sign and pay without leaving a single screen.

New in the Hub

And now: a Living Property Map of every customer's yard.

Inside the same no-login Client Hub, every customer gets a satellite view of their own property, with toggleable layers for the service zones you've worked, the plants your crew tagged, every before/after photo pair, fertilizer & chemical treatments, and a vertical timeline scrub that rewinds the property to any date.

  • Google Maps hybrid view centered on their actual property
  • Four layers: zones, plants, photos, fertilizer & chemical treatments
  • Before/after slider on paired-coordinate photos
  • Three click-to-place modes: tag a plant, upload a geo-pinned photo, ask for service right on the spot
See the property map
Questions we hear

Client Hub FAQ

Do my customers need to create an account or download an app?
No. The Client Hub is built for friction-free access. Customers receive a short code or one-click magic link by email or SMS that drops them straight onto their dashboard. There's no password to remember, no app store install, and nothing to onboard. Customers who already use the Hub can hop in from any device that gets their email or SMS.
What can customers actually do inside the Hub?
They can see upcoming and completed jobs with photo timelines, pay invoices by credit card or ACH, sign proposals and contracts with OTP-verified e-signatures, message your team through a single thread, and submit new service requests. Customers on Living Property Map plans also get a satellite view of their property with service zones, tagged plants, and a timeline scrub of every visit.
How does e-signing work without a login?
When a customer opens a proposal or contract from their Hub, they sign with an SVG-captured signature in-browser. We capture a one-time passcode sent to the email or phone on file, the IP address, the user agent, and the timestamp, packaged with the document as the signing audit trail. The signed PDF flows back into your office side automatically.
What happens to service requests submitted through the Hub?
Service requests flow straight into your back-office triage queue with the customer, property, requested service type, and any photos or notes the customer attached. From there your office routes them to estimating or to the schedule like any other lead. No manual data entry, no missed voicemails, no requests buried in someone's personal inbox.
Is the Client Hub included on every plan?
Yes. Hub access, magic-link sign-in, invoice payments, OTP e-sign, and the customer messaging thread are included on every tier: Solo, Crew, Professional, and Enterprise. The Living Property Map ships on every tier as well. Service zones, plant tags, before/after photos, treatment overlays, and the timeline scrub are all included from Solo up. The only Hub layer gated to Professional+ is the plant glossary metadata (hardiness zone, care notes, companion plants) that powers richer plant pop-overs.
Related capabilities

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See the Hub from a customer's phone

30-minute walkthrough. We'll show you exactly what the Client Hub looks like on your customer's phone and how easy it is to turn on.

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