Customer Portal
The customer portal is the page your customers use to pay an invoice, approve an estimate, fill a form, and see the technician on the way. They open it from a magic link, not a password you have to manage. Staff set the logo, colors, and who can send those links under Settings.
Use the admin guide if you configure the portal. Share the customer guide with homeowners who receive magic links.
For staff (admin setup)
Enable the portal, set branding, and control which actions customers can take (pay, approve, sign forms).
For your customers
What customers see after clicking a magic link: login, pay with card or Affirm, approve estimates, and live job tracking.
Common customer flows
Pay an invoice
Magic link from email/SMS opens a secure checkout (Stripe or Helcim). Affirm financing when enabled.
Approve an estimate
Review options, select Good/Better/Best columns, and sign digitally.
Track a technician
Live map link when dispatch shares a tracking token for an active job.