How to Share Project Information using the Customer Portal

The customer portal provides a professional online space where customers can access appointment information, view shared files and photos, review proposals, and see messages from your company.

What the Customer Portal Includes

The portal automatically displays your company branding and provides customers with access to:

Scheduling Information - upcoming appointments and work dates

Photos and Files - images and documents you've shared for their reference

Proposals - clickable access to view and sign proposals electronically

Messages - communications from your team, including start date notifications

Invoices - view and pay invoices online (when applicable)

Enabling the Customer Portal

1. Go to Settings
2. Click Communications
3. Select Customer Portal
4. Toggle the switch to "Yes" if it's currently off
5. Click Save to activate the feature

The portal is not enabled by default but can be activated easily with these steps.

Sharing Portal Access with Customers

Once enabled, you can provide portal access:

1. Go to the customer's home page by clicking their name
2. Find the Customer Portal section with the unique link
3. Copy and paste the link to share manually, or
4. Click "Customer Portal" to preview what the customer will see

Creating Portal Notification Messages

Set up automated communication about portal access:

1. Go to Settings
2. Click Communications
3. Select Email Templates
4. Create a template informing customers about their portal access
5. Include the portal link for easy customer access

Example message: "We've set up an online portal for your convenience. Click this link to access your project information."

Benefits

The customer portal keeps your company looking professional and maintains clear communication channels. Customers can access important project information at their convenience, while you maintain organized, centralized communication and document sharing.