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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
RootControl Client Hub customer portal preview showing job timeline, invoices, and messaging.
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 docusign 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. Cross-tenant guardrails return a clean 404 if they ever land on a record that isn't theirs.

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
  • Single-use tokens with configurable expiry
  • Works on any modern phone or desktop browser
  • Cross-tenant guardrails — wrong customer or wrong org returns 404

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 field PWA
  • 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

Credit card or ACH bank transfer, right from the invoice in the Hub. Days-to-pay drop the week you turn it on.

  • Stripe-powered card & ACH (bank transfer) processing
  • Automatic Financial Connections verification on bank links
  • Receipt emails fire 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
Two perspectives, one portal

What changes for each side

Customers stop calling. Your office stops answering. Both sides win the same hour back.

Customer side

What they get

  • Magic-link access — no app, no password
  • Their property's photo timeline, with every visit shown
  • Invoices viewable and payable in two taps
  • Proposals and contracts they can sign in-portal
  • One messaging thread to talk to your team
  • A "request service" button when they want something new
Office side

What you get back

  • Fewer "where's my crew?" calls interrupting the day
  • Days-to-pay drop because the invoice is one tap away
  • Signed contracts back same-day instead of same-week
  • A single messaging inbox instead of scattered text threads
  • Service requests with full context — no manual lead entry
  • Lower onboarding friction — nothing to install for customers
Inside the Hub

Every customer sees their property — live

On supported plans, the Hub ships with the Living Property Map: a satellite view of the customer's actual yard, with toggleable layers for service zones, plant tags, before/after photos, and treatments.

The Living Property Map, embedded in the Hub

Customers don't just see job photos — they see them anchored to the spot on their property where the work happened. Tag a plant. Drop a geo-pinned photo. Ask for service right on the canvas. The same satellite map runs office-side, so your team and the customer are always looking at the same yard.

See the Living Property Map deep-dive
  • Service zones the customer can toggle on/off
  • Plant tags with care info from the AI Plant Glossary
  • Before/after photo pairs anchored to the spot on the map
  • Treatment overlay — every fert & chemical application
  • Timeline scrub rewinds every layer to any date
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 — Starter, Professional, and Enterprise. The Living Property Map layers inside the Hub (service zones, plant tags, before/after photos, treatment overlays, timeline scrub) follow their own plan availability.
Get Started

See the Hub from a customer's phone

30-minute walkthrough — we'll send you a real magic link to a sandbox customer so you can see exactly what your own customers will see when you turn it on.