All Collections
CLIENT PORTAL

CLIENT PORTAL

Getting Started With the Client Portal, What does the Client Portal do? Troubleshooting.

Jeff avatar
7 articles in this collection
Written by Jeff
Getting Started with the Client Portal

Getting started with the Client Portal

Personalising and configuring your Client Portal
Jeff avatar
Written by Jeff
Updated over a week ago

Create a Portal Member account login for your Client to access their portal

Create a Portal Member login and set their Access Permissions & Email Notifications.
Jeff avatar
Written by Jeff
Updated over a week ago
Your Work Requests

View & Action Work Requests Created By Your Clients

How to action Work Requests created by your clients who are using the client portal.
Jeff avatar
Written by Jeff
Updated over a week ago
How Your Client Views Information On The Client Portal

How Your Client Views Jobs In The Client Portal

See How Your Client Can View Completed Jobs, Access Job Forms & Export Job Data on The Client Portal
Jeff avatar
Written by Jeff
Updated over a week ago

How Your Client Views Quotes In The Client Portal

See How Your Client Can View, Accept or Decline Quotes & Export Quote Data on The Client Portal
Jeff avatar
Written by Jeff
Updated over a week ago

How Your Client Views Assets In The Client Portal

See How Your Client Can View & Export Asset Data on The Client Portal
Jeff avatar
Written by Jeff
Updated over a week ago

How Your Client Views Invoices In The Client Portal

See How Your Client Can View Invoices & Export Invoice Data on The Client Portal
Jeff avatar
Written by Jeff
Updated over a week ago