Customer Portal (Customer Guide)

Overview

How to access

What you can do today

• Log in with password or request a magic link by email
• View dashboard, jobs, estimates, and invoices (if enabled by your contractor)
• Approve estimates — select an option on multi-option quotes, sign if required
• Pay invoices by card, and when offered, bank transfer (ACH) or Affirm financing
• Check Affirm financing on eligible estimates and invoices (Stripe businesses only)
• Schedule appointments after approving an estimate (when offered)
• View public estimate PDF with approve/decline actions
• Track your technician on a map with ETA when you receive a tracking link
• Manage profile and optionally set a password after first magic-link login
• Complete customer forms sent by your contractor (if linked from email)

Prerequisites

• Portal enabled and nav configured — Settings → Customer Portal
• Valid email on your customer record for magic links
• For online pay: Stripe or Helcim connected by the business
• For Affirm: Stripe active with Affirm enabled; amount usually $50+
• Tracking links only work when the contractor sends them and the job is active

Step-by-step

1. First-time login (magic link)

1. Open the portal login page from your contractor’s email or website.
2. Enter your email address under Request Access Link (wording may vary).
3. Check your inbox and click the magic link — it expires after a limited time for security.
4. Optionally set a password under Profile for future email/password login.

2. Log in with password

1. Enter email and password on the login form.
2. If you see a message about setting up a password first, use the magic link flow instead.

3. Approve an estimate

1. Open Estimates from the menu or use the link in your estimate email.
2. Review line items and options; select the option you want if multiple are offered.
3. Click Approve (or use approve buttons on the public PDF link).
4. If a deposit is required, you may be redirected to pay after approval.
5. You may schedule an appointment on the confirmation screen when the business enables it.

4. Pay an invoice

1. Open Invoices or click Pay in an invoice email.
2. Review balance due and any processing fee notice.
3. Choose card, bank account (ACH), or Affirm when shown.
4. Complete checkout — you should see a confirmation and updated invoice status.

5. Use Affirm (if offered)

1. On an eligible estimate or invoice, click Check your financing options (or similar).
2. Complete Affirm’s pre-qualification flow in the popup or redirect.
3. If pre-approved, finish checkout with Affirm as the payment method on pay screens.

6. Track your technician

1. Open the tracking link from SMS or email (no login needed).
2. View technician name, map location (when shared), distance, and ETA.
3. Refresh the page for updates while the technician is en route.

7. Public links without full portal login

• Estimate PDF links let you view, print, approve, or decline.
• Payment links let you pay a specific amount without browsing the full portal.
• These links are unique and time-limited — do not share them publicly.

Current limitations

• Menu items depend on what your contractor enabled — you may not see Products, Visualizer, or Subscriptions
• Affirm not available if the business uses Helcim-only checkout
• Tracking requires an active link; expired tokens show an error
• Magic links can land in spam — check junk folder or request a new link
• Some features (forms, visualizer) require separate enabled modules at the business

Roadmap

• Mobile app parity for pay and approve flows
• Saved payment methods across more payment processors
• Richer job status notifications in portal

Related features

• Customer Portal (Admin Setup)
• Stripe Payments
• Affirm Financing
• Estimate Deposits
• Invoices