1. Here's the Customer Portal
This is a section designed for your customers where they can find different information
2. Click on "My Proposals"
3. All Your Customer's Proposals
You'll also see the state they are at the moment
4. Click on "My Invoices"
5. All Your Customer's Invoices
Can always click on view to check each of them
6. Click on "Request Appointment"
7. From Here Your Customers Can Send a New Appointment Request
8. Click on "Email Settings"
9. Here Your Customers Will Decide if Unsubscribe or Stay Subscribed
10. Click on "Visit Website"
By clicking here your customer will be redirected to your website
11. Click on "Reviews"
By clicking here your customer will be redirected to your review page
12. Going Down You'll Find the "COMPANY DOCUMENTS"
You'll always find the documents you want your customers to check right here
13. Click on "Insurance"
14. See How Your Customers Will See Your Document
15. Here Your Customers Will Find Your Socials
