Introduction to the Customer Portal

Stacey Bray
Stacey Bray
  • Updated

Introduction to the Customer Portal

Easily demonstrate the value of your services and save time for you and your clients by taking advantage of features like view reports, quote approval, view Defects, Routine Activities, Service Requests and Invoices.

The portal provides your clients access to all the relevant property and service information they need.

The Dashboard, for example, offers a graphical overview of key services, including Quotes, Service Requests, Routine Activities, Defects and Invoicing. 

Beyond just providing information for your customers, the portal offers self-service functionality with the ability to view reports and approve or reject outstanding quotes.

Launch the Customer Portal in your business!

Follow these easy steps and complete the tasks on each linked article to ensure a successful launch of your Customer Portal!

  1. Set up and invite a Portal User
  2. Communicate with and educate your customers

Learn about how the Customer Portal works

Portal Integrations

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