Client Portal Settings

Give a client their own login: what they see, how to invite them, and how to fix an account that came out wrong.

The client portal gives a customer their own login to see their jobs, their invoices and their statements, and to request a tow without phoning you. Logins are managed under Clients → Portal Users.

Invite a client

1. Open Clients → Portal Users and press + Add Portal User.
2. Enter their email address - this is how they sign in, and where the welcome email goes.
3. Enter their name. This is how the portal greets them. Leave it blank and the portal uses the client's name, or their email address if no client is linked.
4. Choose their client. This decides whose jobs and invoices they can see.
5. Press Create & Send Invite. They get a welcome email with a link to choose their own password.

What the client sees

• Dashboard - their job count, what they owe, and their most recent activity.
• Jobs - every job on their account, with status and photos.
• Invoices - their invoices, with a Pay now button when online payments are switched on.
• Statements - account customers can download or email their own statement, so they stop asking you for it.
• Request a Tow - a booking form that lands in your dispatch queue.

An account that is not linked

The Client column shows Unlinked when a login is not attached to a client record. That account can sign in, but it has nothing to show - no jobs, no invoices, and no Statements tab.

1. Press the word Unlinked in the Client column (or Edit on the row).
2. Set their name and choose their client.
3. Press Save changes. Their history appears immediately - they do not need to sign in again.

Suspend, reactivate, delete

• Suspend - they cannot sign in, and nothing is lost. Use this when someone leaves a company.
• Activate - restores a suspended login.
• Delete - removes the login for good. Their client record, jobs and invoices are untouched.