Client portal

The client portal is a private page for each customer. From one link they can pay invoices, sign quotes, approve extra charges, see what's coming up and what's been done, and report a problem. They don't need a password.

How to give a customer their portal link

1. Open the client from the Clients page and find the Customer Portal card.
2. Click Create portal link.
3. Click Email to customer to send it. You can also click Copy to paste the link into a text or email yourself. Email to customer needs an email address on the client.
4. Click Preview to see exactly what your customer sees.

What your customer sees

• Their Balance due, Next visit and number of Completed visits at the top.
• Additional Charges to approve or decline. See Add-ons.
• Property Inspections, if you use Site inspections and have sent them a report. It lists every inspection report you've sent, with its PDF, and any findings waiting on them. When you've priced items and asked for approval, on a punch walk or a monthly report, your client can approve or decline each one right there.
• Invoices, with Pay now on anything unpaid.
• Quotes & Estimates, with Review & sign on anything waiting for them.
• Upcoming Visits and Service History, including completed-visit reports and before and after photos.
• Report an issue, which sends you a message about a visit or anything else.

How to stop a link working

On the client's Customer Portal card, click Revoke link. The old link shows "Portal unavailable". Create a new link whenever you want to give access again.