The customer portal lets your Account customers check the status of their jobs.

Setup the customer portal

To setup the customer portal for a customer, open the account customer that you want to add the portal for

Click add customer portal to bring up the customer portal configuration popup. Enter a username and password for the customer to access the portal. The customer can access the portal via the URL, using the login detail entered in here. Click save to save the settings.

Customer view

When the customer login they can see all the jobs for them. They can search jobs in the further and the past. The job details visible to the customer is:

  • Job number
  • Job status 
  • Date - Scheduled 
  • Customer Address 
  • Job notes

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