The Customer Portal
Give customers a self-service page to view history and request service.
Each customer can receive a unique portal link. From the Customers page, send a customer their portal URL.
What Customers See
The portal shows the customer's job history and statuses, upcoming appointments, shop information, and — when applicable — return-visit coverage dates and a simple payment-protection status (authorized, secured, or recovery in progress). This is not insurance. Customers can also submit new service requests directly from the portal.
Service Requests and Pipeline
When a customer submits a service request through the portal, it appears in your Pipeline board as a new lead. You can then convert it into a job.