Template preview

HVAC Customer Portal Operations Dashboard

HVAC template for give customers a branded login to view status, notes, next steps, and updates.

For HVAC teams

AC replacementno-cool servicemaintenance renewal

ROI angle

Helps create a better customer experience without a custom portal build.

HVAC

HVAC Customer Portal Operations Dashboard

Customer Portal

HVAC template for give customers a branded login to view status, notes, next steps, and updates.

Sample Business

Customer Portal View

Current Status

In Progress

65% complete

Next Step

Awaiting approval

Due by Friday

Latest Update

We've received your info and will have a proposal ready soon.

2 days ago

Helps create a better customer experience without a custom portal build.

Dashboard sections

Customer logins

Status updates

Public notes

Internal notes

Next steps

Files placeholder

Included with template

Customer Portal Type

Customer public view with updates

Best For

Best for client services and support

Plan comparison

Free

$0/month

📊 20 contacts/leads

🌐 2 customer portal accounts

👥 1 internal user

Starter

$20/month

📊 250 contacts/leads

🌐 25 customer portal accounts

👥 2 internal users

Remove SourcifyDigital watermark

Team

$49/month

📊 1,000 contacts/leads

🌐 100 customer portal accounts

👥 Up to 5 internal users

Branded dashboard and customer portal

Pro

$99/month

📊 5,000 contacts/leads

🌐 500 customer portal accounts

👥 Up to 10 internal users

Full white-label branding and favicon