Company Settings: Customer Portal Overview

Make sure to give it a right name so it can be easily found.

(Your customers won´t see this name)

Here you can upload your insurance documents, which will be displayed in the customer portal to provide proof of coverage

Here you can upload your warranty files, for example a warranty certificate, so customers can access them easily

Here You Can Upload Your Workers’ Compensation Documents To Show Compliance And Protect Your Business And Employees

Here You Can Upload License Information, Such As Business Or Trade Licenses, To Give Customers Confidence In Your Qualifications

Here You Can Upload Your W-9 Information (For U.S. Businesses), Which May Be Needed For Tax Purposes And Customer Records

Here you can upload miscellaneous documents, any other file you want customers to see in the portal

When enabled, customers will only see the quantity of each line item without prices or totals

When enabled, the total amount at the top of the proposal will be hidden from the customer

When enabled, the deposit amount at the top of the proposal will be hidden from the customer