The customer-facing online experience.
A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.
Customers sign in to the portal with their own credentials.
Customers view and pay their invoices online from the portal, with proposals available to review and approve.
Inside the customer portal.
Customers submit support requests with category, priority and preferred timing; the office manages them in one queue.
Customers open requests in the portal; the office reviews them in the admin workspace.
Manage which customers can access the portal, send invitations and handle access securely.
Open Client Portal Users from Client Management.