Start with the customer and work backwards
-Steve Jobs
The Customer Portal is a tool that provides not just a channel for clear communication, but a record keeping service that your customer can access 24/7 on their own.
When your customer provides an email on case creation their account is automatically set up and they will receive email to set password, there is also a magic link that can be copied from the Quotes/Invoice editor that can be texted/ emailed, etc to provide one click access to their portal.
Inside the portal customer sees a section (per case) where they can:
- View all records you have shared with them, including service comments and images.
- Approve quotes
- Pay for invoices
- View Case Status
Customer Portal is Only available in Pro Plan.