{"id":182,"date":"2026-02-17T17:45:14","date_gmt":"2026-02-17T17:45:14","guid":{"rendered":"https:\/\/shopwerks.net\/?page_id=182"},"modified":"2026-03-18T16:19:58","modified_gmt":"2026-03-18T22:19:58","slug":"customer-portal","status":"publish","type":"page","link":"https:\/\/shopwerks.net\/?page_id=182","title":{"rendered":"Customer Portal"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Start with the customer and work backwards<br>                                                            -Steve Jobs<\/p>\n<\/blockquote>\n\n\n\n<p><br>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.<br><br><\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview-1024x580.png\" alt=\"\" class=\"wp-image-167 size-full\" srcset=\"https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview-1024x580.png 1024w, https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview-300x170.png 300w, https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview-768x435.png 768w, https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview-600x340.png 600w, https:\/\/shopwerks.net\/wp-content\/uploads\/2026\/02\/portalview.png 1175w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>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.<\/p>\n<\/div><\/div>\n\n\n\n<p>Inside the portal customer sees a section (per case) where they can:<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View all records you have shared with them, including service comments and images.<\/li>\n\n\n\n<li>Approve quotes<\/li>\n\n\n\n<li>Pay for invoices<\/li>\n\n\n\n<li>View Case Status<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Customer Portal is Only available in Pro Plan.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"footer-for-module-pages","meta":{"footnotes":""},"class_list":["post-182","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/pages\/182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/shopwerks.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=182"}],"version-history":[{"count":2,"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/pages\/182\/revisions"}],"predecessor-version":[{"id":428,"href":"https:\/\/shopwerks.net\/index.php?rest_route=\/wp\/v2\/pages\/182\/revisions\/428"}],"wp:attachment":[{"href":"https:\/\/shopwerks.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}