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CLIENT PORTAL

CLIENT PORTAL

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

7 articles

Getting Started with the Client Portal

Getting started with the Client PortalPersonalising and configuring your Client Portal

Create a Portal Member account login for your Client to access their portalCreate a Portal Member login and set their Access Permissions & Email Notifications.

Your Work Requests

View & Action Work Requests Created By Your ClientsHow to action Work Requests created by your clients who are using the client portal.

How Your Client Views Information On The Client Portal

How Your Client Views Jobs In The Client PortalSee How Your Client Can View Completed Jobs, Access Job Forms & Export Job Data on The Client Portal

How Your Client Views Quotes In The Client PortalSee How Your Client Can View, Accept or Decline Quotes & Export Quote Data on The Client Portal

How Your Client Views Assets In The Client PortalSee How Your Client Can View & Export Asset Data on The Client Portal

How Your Client Views Invoices In The Client PortalSee How Your Client Can View Invoices & Export Invoice Data on The Client Portal