The Customer Portal provides customers with detailed insight into their jobs, invoices, certificates, and more. This feature enables customers to add users from their company, enhancing communication and reducing administrative workload. It also serves as a valuable tool for improving customer relationships and keeping clients informed.

➡️ Navigate to the Customer record

The customer will receive a link via email, where they can enter their details (name, username, email, and password) to access the portal. No further action is required on your end unless you wish to revoke access.

➡️ In the Customer Profile, navigate to Quick links > Manage portal access.

The Customer Portal includes the following options:

Customers can view paid and unpaid invoices associated with their jobs, filtered by contractor or unpaid status. Invoice details include Date, Address, UPRN, Contractor Name, Description, and Invoice Number.

Customers can view certificates by filtering based on contractor or date range.

Customers can view scheduled diary events within a defined date range, with details such as Estimate/Job ID, Appointment Dates, Time, Address, and Description.

To add a new property, customers can tap Add Property, select the contractor, enable the "Company Site" checkbox if applicable, enter property details, and click Save.

Customers can manage portal users by adding new users through Add User, where they enter a name, email, username, password, and assign feature access as needed.