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Client Portal

Download Client Portal PDF

Client Portal Overview

The Client Portal is a secure space where your customers (and their authorized employees) can log in to view details related to their account or services.

Through the portal, your clients can easily access:

  • Equipment
  • Jobs
  • Estimates
  • Invoices

How to Turn On the Client Portal

Go to Settings > Client. You’ll see two main sections for managing the portal:

Portal Access Settings – Turn on the Client Portal feature here. This allows clients to log in and access their information.

Portal Access – This is where you create and manage login credentials for each client.
You can set up usernames and passwords so your clients can log in securely.

Client Reminders

Use Client Reminders to automatically send notifications to your customers or staff.
These reminders help everyone stay on top of:

  • Due dates
  • Expiration dates
    No need to follow up manually—reminders are sent out automatically.