Help Centre>Customers>Invite a customer to the portal
Invite a customer to the portal
Updated 2026-10-10
Give customers self-service updates — and cut the 'just checking' calls.
1. Enable the portal for a customer
Switch it on from their record and send the invitation. They set a password and they're in — no app to install.
2. Choose what they can see
Control visibility per customer: live job tracking, documents, quotes awaiting approval, invoices, service history and photos.
3. Let them help themselves
Customers can approve quotes, pay invoices, download certificates and book service visits — every action syncs straight back to your team.
See it running on your own workflows
Book a short demo and we'll walk you through this exact flow with your kind of jobs.
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