Client Portal overview

Steps

1. Customers see a dashboard with their balance, recent invoices and next scheduled visit.
2. They review a 12-month billing overview at a glance.
3. They access invoices, proposals and support in one place.
4. Everything is presented under your brand.

Tips

• A self-service portal reduces phone calls and builds the kind of trust that retains customers.

Related guides

• Portal invoices & payment Customers view and pay their invoices online from the portal, with proposals available to review and approve.
• Portal support requests Customers submit support requests with category, priority and preferred timing; the office manages them in one queue.
• Portal user management Manage which customers can access the portal, send invitations and handle access securely.