Enabling the Portal
Give your clients online access:
- Go to Settings → Client Portal
- Enable the client portal feature
- Customize branding and appearance
- Set access permissions and features
- Invite clients to create accounts
Client Access
Clients can log in anytime to:
- View and download estimates and invoices
- See complete service history
- Make online payments
- Request new service
- Schedule appointments
- Update contact information
- View loyalty points or credits
Portal Features
What clients can do in the portal:
- Estimates: View, accept, or decline estimates online
- Invoices: View invoices and pay instantly
- Service Requests: Submit new service requests
- Scheduling: Book appointments based on availability
- Documents: Access service reports and documentation
- Messages: Communicate with your team
Portal Customization
Make the portal match your brand:
- Upload your logo and brand colors
- Customize welcome messages and text
- Add custom pages or links
- Configure which features are visible
- Set up custom domains (portal.yourcompany.com)