Apps
How Customers Access the Client Portal
client portal customer access portal login
How Customers Access the Client Portal
When to use this guide
Use this guide when a customer needs access to their invoices, job history, payments, or appointments.
Prerequisites
- Customer must have an email.
- Portal must be enabled for your company.
Step-by-step
Step 1 — Send Portal Invitation
- Open Customers.
- Select customer.
- Click Send Portal Invitation.
- Customer will receive a login link via email.
Step 2 — Customer Creates a Password
When the customer opens the invitation:
- They go to the portal Enter the user name.
- The system send a code to the email.
- They log into the portal.
- Enter the code and login.
Step 3 — Customer Portal Overview
Customers can view:
- Upcoming jobs
- Completed jobs
- Invoices
- Payment history
- Quotes (if enabled)
- Request new services
Step 4 — Resetting Customer Password
If customer can’t log in:
- Go to Customers.
- Click Reset Password.
- Customer receives new instructions.
Common mistakes
❌ Customer not receiving invite
- Wrong email
- Email in spam folder
- Invitation expired (send again)
❌ Customer sees no jobs
- Jobs not linked to the correct customer
- Filters active in portal