Client Portal
The customer-facing online experience.
4 guides
- 01 Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.
- 02 Portal invoices & payment Customers view and pay their invoices online from the portal, with proposals available to review and approve.
- 03 Portal support requests Customers submit support requests with category, priority and preferred timing; the office manages them in one queue.
- 04 Portal user management Manage which customers can access the portal, send invitations and handle access securely.