Customer Portal FAQ

1. What is the Customer Portal?
The Customer Portal is a branded, personalized platform where your customers can log in to view and manage their account details — invoices, estimates, upcoming appointments, payments, files, service requests, and direct communication with their Pro.

2. Is the Customer Portal available on both Desktop and Mobile?
Yes! Customers can access the portal from any desktop browser or install it as an app on their mobile device for quick, one-click access.

3. Do I need to pay extra for the Customer Portal?
Yes. The Customer Portal is an add-on feature and costs $10.00 per month.

4. Why should I enable the Customer Portal for my business?
The portal helps you manage your business more effectively by:

• Collecting payments quickly

• Keeping customers updated on upcoming appointments

• Reducing no-shows and missed communications

• Allowing customers to independently manage their accounts

• Presenting a professional, branded experience that builds trust

5. How do I enable the Customer Portal?
Go to More > Add-Ons, enable Customer Portal, set your display name, and upload your company logo.

6. Can I customize the Customer Portal with my branding?
Yes. You can set the name customers see and upload your logo, which will appear inside their portal and on the installed app.

7. How do I invite customers to the portal?

• Individual Customers: Go to Sales > Customers, open a customer profile, and either copy & share their unique URL or click Send Invite to email it directly.

• Multiple Customers: Go to Marketing > Email Blast, compose your message, click Insert Placeholder, and select Customer Portal URL. Each customer will automatically receive their own unique link.

8. Can I track customer activity on the portal?
Yes. Each customer’s portal URL is unique, and you can view their activity in their profile under the Customer Portal tab in the Quick Stats section.

9. What happens after a customer receives the invite?
They receive an email with a unique portal link. From there, they can:

• Click Dashboard to log in immediately, or

• Click Install App to add the Customer Portal to their mobile device.

10. Do customers need to download the app from the App Store or Google Play?
No. The Customer Portal app installs directly via the link in the invite email.

11. How do iPhone users install the app?
When customers tap Install, they are redirected to Add to Home Screen. Once they tap it, the Customer Portal icon will appear on their device.

12. How do Android users install the app?
On Android, tapping Install App adds the Customer Portal icon directly to the home screen.

13. Can customers access the portal without installing the app?
Yes. Customers can always log in using the Dashboard link from their email or via any web browser.

14. What can customers do inside the portal?
Customers can:

• View appointments

• View & accept estimates

• View & pay invoices

• Book deals

• Request services

• Access the file vault

• Call or chat with their Pro

• View all account-related information

15. What information is displayed in the Customer Portal?
Invoices, estimates, files, deals, appointments, and communication tools — all displayed clearly for customers.

16. Can customers make payments directly in the portal?
Yes. Customers can securely pay invoices through the Customer Portal, helping you collect payments faster.

17. How does the portal improve appointments?
It ensures customers are always aware of their upcoming appointments, reducing no-shows and scheduling issues.

18. How does the Customer Portal make my business look more professional?
By providing customers with a smooth, branded experience, your business appears modern, organized, and trustworthy.

19. Will the portal save me time?
Yes! Since customers can self-serve (view invoices, pay online, check appointments), it reduces the need for phone calls, emails, and manual follow-ups.

20. My customer didn’t receive the invite email. What should I do?
Ask them to check their spam/junk folder. If still not found, go to their profile in Sales > Customers and resend the invite.

21. The app didn’t install on my customer’s phone. What could be the issue?

• Ensure they clicked Install App in the invite email.

• On iPhone, confirm they tapped Add to Home Screen.

• On Android, confirm they allowed the app shortcut to be added.

22. Can customers reset their portal access link?
Yes. You can generate and send a new invite from Sales > Customers.