A customer keeps calling to ask "Is my invoice paid?" or "When's my next visit?" and you want to give them a place to check for themselves.

You finished a job — say a new roof install — and want the homeowner to see the photos and final invoice in one place.

A commercial property manager wants to forward their open invoices to their finance team.

You want a professional, branded way for customers to track their work instead of trading emails and PDF attachments.

You want to share job progress with a customer but keep internal details, like team member names or checklists, private.

Business defaults — the sections you want most customers to see. New customers automatically follow these defaults.

Per-customer settings — a customer keeps following your business defaults until you change their portal. Once you customize a customer, their settings are their own and no longer change when you update your business defaults.

Proposals — estimates you've sent, with status, dates, service address, and total.

Jobs — open and completed jobs, with status, address, and scheduled dates.

Invoices — invoices with amounts, due dates, and payment status.

Credit Memos — any account credits, with amount and the invoice they were applied to.

Appointments — upcoming and past visits tied to the customer's jobs.

Jobs — show photos and videos, show checklists, and show proposal history and change orders.

Appointments — show the scheduled time and show the assigned team members.

They can browse each section and open an item to see more detail, such as the line items on a proposal or invoice.

If a section has no records yet, the customer sees a short "nothing here yet" message instead of an empty page.

The portal works on phones, tablets, and computers.

Set your defaults first. Choose the sections most customers should see as your business default, then customize individual customers only when needed.

Share only what helps. A homeowner may only need Appointments and Invoices, while a property manager may want all five sections.

Keep internal notes private. If you don't want customers seeing team member names or checklist results, leave those Jobs and Appointments options turned off.

Show photos to build trust. Turning on job photos and videos lets customers see completed work — a simple way to back up your invoice.

Resend the link when it expires. If a customer says their link no longer works, regenerate it from their Account and send the new one.

The portal is set up in the Web App. Defaults live in Business Settings; per-customer changes are made on the customer's Account.

New customers follow your business defaults until you customize their portal.

Once you customize a customer, their portal no longer changes when you update your business defaults. You can reset them to your defaults at any time.

The master switch controls everyone. If you turn the Customer Portal off for your business, every customer's portal becomes unavailable; turning it back on restores their existing links.

If you turn the portal off for a single customer, that customer's link stops working.

There is no login or password. Anyone with the link can view the portal until the link expires or you turn it off, so only send it to people you trust.

Portal links expire after a set period of time (about one month). When a link expires, you can create a new one from the customer's Account.

Draft proposals, draft jobs, and draft invoices do not appear in the portal — only sent and active records show.