Customer Portal
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.
- Viewing Deficiencies in the Customer Portal
- Feature Overview: Customer Portal
- How to Enable the Customer Portal
- Customer Portal Settings
- How to Invite Contacts to the Customer Portal
- Overview: Publishing to the Customer Portal
- Publishing Inspection Reports to the Customer Portal
- Publishing Service Reports to the Customer Portal
- Publishing Proposals to the Customer Portal
- Publishing Invoices to the Customer Portal
- Publishing Building Attachments to the Customer Portal
- Customer Portal: Logging In as a Customer
- Registering for the Customer Portal