Feature Overview: Customer Portal

🤝 Customer Portal Overview

As part of the Inspect Point platform, users can utilize the Customer Portal to enhance their customers’ experience. The Customer Portal allows your customers to view published documents and important information like buildings, reports, invoices, proposals, and upcoming visits, all in one convenient location. 

🔎 What is the Customer Portal?

The Customer Portal is a secure, web-based portal that allows your customers to view everything related to the work your company is performing for them — all in one convenient location.

From a single login, your customers can:

• View inspection reports, service reports, proposals, and invoices
• Access building information and upcoming visits
• Download inspection & service reports
• Message your team directly via a 'Contact Us' options

🔑 Key Benefits of the Customer Portal

The Customer Portal offers a range of flexible options to enhance your customer experience and streamline your internal workflows:

• Portal Access Controlled by Admin Users - Backend users manage who is invited and what information is shared.
• Invite Contacts Individually or in Bulk - Easily send portal invitations to one or many contacts at a time.
• Customizable Access Controls - Set what each contact can view in the portal—such as specific reports, proposals, invoices, and more.
• Suspend Access with a Custom Message - Temporarily revoke a contact’s access while displaying a tailored message (e.g., “Please contact billing to restore access”).
• Customize Shared Content - Choose what types of documentation you share: toggle portal visibility for inspection reports, service reports, proposals, invoices, and attachments.
• Auto-Publish Preferences - Set rules to automatically publish documents to the portal when they are finalized.
• Built-In Contact Options - Enable a Contact Us button on the portal dashboard so customers can reach out directly. Add custom subject lines and route messages to the appropriate department email(s).

👉 Related Article: Customer Portal Settings 

🚪 Who Can Access the Customer Portal?

The feature must be enabled in the Setting by an Admin user prior to inviting any contacts. 

To access the Customer Portal, a contact must be invited by your team—self-registration is not available. Invitations are sent to the email address associated with the contact in your Inspect Point instance. Once invited, the contact will be able to view published documentation related to the account and building(s) they are linked to.

👉 Related Article: How to Invite Customers to the Customer Portal & Manage Access 

👉 Related Article: Publishing to the Customer Portal