Customer Portal (Admin Setup)

Overview

How to access

What you can do today

• Choose default landing page after customer login (Dashboard, Jobs, Estimates, Invoices, Products, Visualizer, Subscriptions, Profile)
• Enable or disable each navigation link independently
• Customize labels for each nav item (e.g. rename “My Jobs” to “Service History”)
• Save settings to business configuration — customers may need to log out/in to see nav changes
• Send magic links from customer records for passwordless first access
• Rely on portal config loaded at customer login for menu structure

Prerequisites

• Administrator or user with business settings permission
• Customer portal app deployed and reachable at your configured customer portal base URL
• For payments: Stripe or Helcim configured — see Stripe Payments or Helcim Payments
• For estimate approval / deposits: estimates sent with portal or public links; deposit settings as in Estimate Deposits
• Customer records must have a valid email address for magic links and login

Step-by-step

1. Open portal settings

1. Go to Settings → Customer Portal.
2. Review the Default Landing Page dropdown — this is the first screen after successful login.

2. Configure navigation

1. Under Navigation Links, each section has an enable switch and label field:
   • Dashboard
   • My Jobs
   • Estimates
   • Invoices
   • Browse Products
   • Project Visualizer
   • Subscriptions
   • Profile
2. Turn off links you do not offer (e.g. disable Visualizer if unused).
3. Customize labels to match your brand voice.

3. Save and communicate

1. Click Save Settings.
2. Tell customers the portal URL and that they can use Request Access Link on the login page if they have no password yet.

4. Send a magic link (first-time access)

1. Open Customers and select a customer.
2. Use Send magic link (or equivalent) from the customer workspace.
3. Customer receives email with a one-time link to authenticate and optionally set a password.

5. Optional: payment and Affirm

1. Configure payments under Settings → Payments.
2. If using Affirm, enable it in Stripe settings — see Affirm Financing.
3. Customers paying or approving estimates use the same portal with your nav configuration.

6. Verify as a customer

1. Open the customer portal in a private browser window.
2. Request a magic link for a test customer email.
3. Confirm landing page and enabled nav items match your settings.

Current limitations

• Portal settings control navigation and landing page only — not full white-label theming (broader branding may live in business profile / templates)
• Changes may require customers to refresh or re-login to see updated nav
• Disabled nav links hide menu entries but direct URLs may still exist if customers bookmark them — disable sensitive features at the feature level too
• Magic link delivery depends on email/SMS provider configuration
• Subscriptions and Visualizer require those modules/features to be meaningful beyond showing the link

Roadmap

• Per-customer portal branding and custom domains
• Preview mode for admins to see portal as a customer without a separate login
• Deeper integration with customer forms and intake flows

Related features

• Customer Portal (Customer Guide) — end-customer instructions
• Stripe Payments
• Estimate Deposits
• Email & PDF Templates
• Customer Forms