Customer portal
The customer portal is a signed-in area carrying your branding where your customers can find everything relating to their job in one place: quotes they have started, proposals you have sent, documents you have shared, service plans they hold, and the progress of their installation.
Your customers sign in with their email address. They receive a code and enter it — there is no password to forget or reset.
What this section will cover
- What your customers see when they sign in
- Configuring the portal, including which sections appear
- The document library, and sharing files with a customer
- Solar projects: tracking an installation through survey, design, payments, scaffold, and handover
- Collecting payments, and adding your bank details
note
These pages are being written.