13. Customer Portal
13.1 Enabling the Portal
The Customer Portal is enabled in Settings > Company under the Portal section. Once enabled, your customers can access a self-service portal branded with your company logo and colors.
13.2 How Customers Access the Portal
Customers don't need to remember a password. Access is via Magic Login Links:
- The customer receives an email (e.g., a statement, invoice, or visit report).
- The email contains a secure link that logs them in automatically.
- The link is cryptographically signed and time-limited for security.
Alternatively, customers can use the Claim flow to set up first-time access if they haven't received a magic link yet.
13.3 What Customers Can Do
The customer portal currently provides:
| Feature | Description |
|---|---|
| Dashboard | See current balance, recent transactions, past-due amounts, and active subscriptions |
| Billing History | View complete transaction history with dates, amounts, and running balance |
| Online Payments | Make one-time payments via credit card (Stripe) or PayPal through payment links in emails |
Customers also receive visit reports via email after each service (if enabled). These reports contain photos, chemical readings, and technician notes, and can be viewed through a secure link in the email.
The portal reduces support calls by letting customers check their balance and billing history on their own — "How much do I owe?" "When was my last payment?"
13.4 Admin Impersonation (See What They See)
From any customer's profile, click View Portal to see the portal exactly as that customer sees it. This is invaluable for:
- Answering customer questions ("I don't see my invoice" → check their portal view).
- Verifying that billing information is displaying correctly.
- Walking a customer through the portal over the phone.