The Customer Portal is a central hub that provides information to each of your customers about their account with your business. This allows them to view of estimates, invoices, payments, and much more.

The Customer Portal makes it easy for your customers to stay on top of their account. When you send an estimate or invoice, it will appear in your customer's portal. From there, they can:

No apps to install, just quick secure access to everything they need in one place.

Inside the Customer Portal, customers can access a dashboard that gives them basic key information about their account with your business.

Your customers can easily view estimates that you send to them, accept them, add a payment method on file, and pay deposits on work all on the same page.

Your customers can view invoices that you send to them, add a payment method on file, and pay either the invoice or account balance all on the same page similarly to estimates.

In the Payments screen, customers can add credit to their account if you enable the setting found in Settings > Customer Portal in the CRM. This will charge their chosen payment method immediately, and add a credit on their account that you can apply to future invoices.

The Pictures tab lets your customer see before and after photos attached to their visits and any other pictures you attach to their invoices or estimates directly.

The Work Requests tab lets your customers request work from your business at any time, straight from their portal.

The Rate Us tab lets customers leave reviews that you can see in your customers tab inside the CRM. The benefit to this review page instead of sending customers straight to something like your Google review page, is that if a customer leaves a bad review, only you can view it, not potential customers who search you up online.

Pairing this with an automation to automatically text customers who leave a high review a link to your public review page is an unstoppable combo.

The My Profile tab lets customers edit their payment information, set up a login to access their portal, and opt in/out of marketing emails.

You the business can access a customer's client portal by going to their profile, expanding the Customer Portal modal, and clicking the click here button in the green box. You can also view their portal by clicking this same link directly on estimates and invoices.

Customers access their client portal primarily through the links that you the business send to them through emails and text messages using merge tags.

{{CUSTOMER_PORTAL_LINK}} - Redirects to the Customer Portal dashboard.

{{CUSTOMER_PORTAL_ADD_CREDIT_CARD_LINK}} - Redirects to the My Profile page in the Customer Portal, and pulls up the add payment method popup.

{{REVIEW_PAGE}} - Redirects to the Rate Us page in the Customer Portal.

{{ESTIMATE_LINK}} - Redirects to the associated estimate in the Customer Portal.

{{INVOICES_LINKS}} - Redirects to the associated invoice in the Customer Portal.

{{RECEIPT_LINK}} - Redirects to the associated payment in the Customer Portal.

{{WORK_REQUEST_FORM}} - Redirects to the Work Request page in the Customer Portal.