Customer portal

Give detailing customers one place to book and stay informed.

The customer portal gives people a simple place to request service, review upcoming work, and find the quotes and invoices tied to their vehicle.

Completed auto detailing appointment in the Refine customer portal
Customer portal

A smoother customer experience before and after the appointment.

Give customers a clear self-service path to request work, find upcoming details, and return to documents without asking your team to resend them.

Customers should not need to call for every update

Make it easier to find appointment details, documents, and next steps without a back-and-forth.

Booking should feel like part of your business

Give customers a direct path to request service instead of sending them through disconnected tools.

Quotes and invoices are easy to lose in a text thread

Keep customer-facing documents available in one place after they are sent.

Auto detailing quote in the Refine customer portal
A quote built for the customer

Give customers a clear view of the work and estimated total.

Customers can open a professional quote, review the services attached to their vehicle, and return to the same portal as the work moves forward.

  • Review quoted services and vehicle details
  • See the estimated total before approving work
  • Return later for the job and paid invoice
Customer self-service

Give customers a useful front door to your business.

Booking links, vehicle context, upcoming work, quotes, and invoices stay easy to find from the customer’s side.

Upcoming appointmentConfirmed
DateAug 28 · 9:00 AM
VehicleMcLaren 720S
ServiceFront End PPF

Keep every appointment easy to find

Customers can reopen a job to see its date, status, services, vehicle, and total without asking your team to resend the details.

Booking link
refinecrm.com/apex-auto

Ready to share

Share one booking link

Give customers a direct path to the services your business makes available online.

Service history
Ceramic maintenanceJun 12
Interior detailMar 04
Full detailDec 18

Keep vehicle history visible

Help customers understand what was completed and what may be due next.

Keep quotes and invoices within reach

Customers can switch from the estimate they reviewed to the paid invoice without searching through email or text history.

Customer portal invoice showing Front End PPF options and ceramic coating for a 2025 McLaren 720S
24/7Customer access

Give customers a clearer path to do business with your shop.

Give customers a simple place to book, review details, and take the next step.