Setting up the customer portal

The portal is where a customer sees their own jobs, documents and invoices without emailing you to ask.

Turning it on

Client Portal in the main navigation. Enable it, then give a customer access from their account record.

How a customer signs in

With their email address and an access code you issue. There is no password for them to forget and no account for them to create — which matters, because a customer who has to create an account mostly does not.

What they can see

Only their own records. A customer sees the jobs, documents and invoices attached to their account and nothing else — the separation is enforced on every request, not by hiding a link.

Requests

Customers can raise a request from the portal with a description, a preferred date and a priority. It lands with you rather than in somebody's personal inbox.

Turning it off

Revoke a customer's access from the same screen. Their records stay; their way in stops working immediately.