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Customer Portal
The Customer Portal gives your customers their own secure login to view job details, costs, invoices, progress, and more.
Overview
The Customer Portal gives customers their own secure login to view job details, costs, invoices, progress, and more. The portal is customisable, and you control access by enabling it per job.
This reduces back-and-forth, keeps customers informed, and provides a self-service view of their work.
Workflow / Use Case
When you enable the Customer Portal for a job, the customer receives login credentials. Once logged in, they can view:
Real-time job progress and status updates
Invoices and payment history
Scheduled appointments and timelines
You can customise the portal to show only what you want, and you control which jobs have portal access. This lets you offer transparency where it makes sense while keeping sensitive information private.
Q&A
Which subscription plans have access?
TBC