Customer Portal
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How to Communicate and Educate your Customers on the Portal
Communicate and educate your customers The fun part! Now you get to communicate with your...
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What information shows in the Portal
Overview The Customer Portal will look familiar to your office users as a lot of the scre...
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How to Approve/Reject a Quote in the Portal
Overview Your Customer can approve or reject a Quote in the Portal which will allow your ...
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How to Publish Attachments and Photos
Overview You can have complete control over what photos and attachments show in the Porta...
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How to set up a Portal User
Overview In order for your Customer to log into the Customer Portal, they need to be give...
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Introduction to the Customer Portal
Introduction to the Customer Portal Easily demonstrate the value of your services and sav...