Support
Customer portal
Give clients a transparent, self-serve view of their project.
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4 guides · ~1 min read
Give a customer portal access
There's nothing to switch on — portal access is self-serve:
- 1Make sure the customer's email is on their contact record.
- 2Share their project number with them.
- 3They request a secure sign-in link from the portal, and it's emailed to the address on file — no complicated setup on their end.
What customers can do in the portal
From their portal, customers can:
- 1See live job status and a timeline of updates.
- 2Review and accept proposals.
- 3View invoices and pay online.
- 4See progress photos you've shared.
- 5See their upcoming appointments.
- 6Download shared documents and their paperwork.
- 7Submit a warranty claim after the job is done.
See the portal exactly as your customer does
Owners and Operations can open any project's portal in preview — the exact experience the customer gets, fully functional. That includes the card checkout, so you can even take a payment on the spot from a job site.
What if a customer's sign-in link expires or they lose it?
Each secure sign-in link is single-use and expires 30 minutes after it's requested. If it lapses, the customer simply requests a new one from the portal — nothing needed from you.
Still need a hand?
Can't find what you're looking for? Reach our team — real people who know the product and are glad to help.