Client Portal
Setting Up the Client Portal
Give your clients access to invoices, estimates, and projects through a branded portal
Portal Branding & Customisation
Customise your client portal with your logo, colours, and welcome message
Logging In to the Client Portal
How your clients sign in to view invoices, estimates, projects and system logbooks
Resetting Your Portal Password
How to reset a forgotten portal password
Viewing Your Systems & Logbooks
View your installed systems and maintain logbook entries through the portal
Multi-Company Portal Access
Access portals from multiple service providers with a single login
Portal Contacts: Job Title, Abilities and Locations
Give each portal contact a job title, choose what they can do, and limit them to the locations they are responsible for