By inviting a customer to the Customer Portal, the customer will be able to see any inspection reports, service reports, proposals or invoice that you publish to the portal.
A customer must be invited to the portal in order to view published documents.
To invite a contact:
- Navigate to the Contacts screen, and click on the name of the contact you would like to invite
- Next to Customer Portal status, click "Invite to Customer Portal." NOTE: An email must be attached to the contact in order for them to receive your invitation.
- Your customer will receive an email with a link to register. (Feel free to add yourself as a contact, and invite yourself, if you'd like to check out the experience. Here's more about it.)
Before a contact is invited, their Customer Portal status is "Not Enrolled." Once they're invited, their status changes to "Invited." When they register, their status changes to "Enrolled." You can view the portal status on the Contact Listing screen, and also filter by it to see the status of each contact.
In addition, for each contact you can resend the invitation by clicking "Resend Invite."
By clicking "View Status History," you can see a timeline of when invitations were sent, if the link was opened, and if the customer registered.
You can also bulk invite all your contacts at once from the contact listing page. To do this, click the checkbox next to "Send Invite." This will select all your contacts. From here, you can either click "Send Invite" to send customer portal invites to each contact, or you may unselect any contacts you don't want to invite.
Don't worry about unselecting those who have already been enrolled in the portal. Our system will automatically skip those contacts.