What Is the JetVanguard Client Portal?
Give your clients one secure, organized place to view estimates and invoices, make payments, sign contracts, exchange documents and access other services you make available to them.
The JetVanguard Client Portal gives your clients a secure, organized place to manage their interactions with your business. Depending on the services you make available, clients can review and accept estimates, view invoices and payment history, make payments, review and sign contracts, exchange documents, and access appointment scheduling or other client-facing resources from one place.
Give clients one place to come back to
Think about how many different interactions can happen during a client relationship. You send an estimate. Later there is an invoice. A contract needs to be signed. Documents need to be exchanged. A payment needs to be made. Someone may need to schedule an appointment. Without a central client experience, those interactions can become scattered across emails, attachments, payment links and separate conversations. A Client Portal gives your clients one place to return to when they need to interact with your business.
What can clients do in the portal?
The experience can be configured around the services your business provides. Depending on your setup, clients can use the portal to: - review and accept estimates - view invoices and payment history - make payments - review and sign contracts - access and exchange documents - access appointment scheduling when applicable - use other client-facing resources you choose to provide That means a client who needs last month's invoice or a copy of a signed document does not necessarily have to search through an old email thread or contact your team to have it sent again.
A more organized client experience
The value of a Client Portal is not simply putting documents online. It is bringing the different parts of the client relationship into a consistent place. For an aviation business, that can make an ongoing relationship easier to navigate. Clients know where to go when they need something, while your team has a structured way to provide the information and services that belong in that experience.
Where JV Workspace fits
The Client Portal works with the client-facing capabilities you enable through JV Workspace. It gives aviation businesses a way to extend an organized, branded experience to clients while keeping estimates, invoices, payments, contracts, documents and other business activity connected on the company side.
If you work with a flight department that needs an estimate approved, a contract signed and an invoice paid, those interactions do not have to be scattered across separate email threads and links. Your client can use their portal to handle the available steps and return later when they need to reference information from the relationship.