Before you start
Prerequisites and permissions
Have ready
- A live invitation-created Customer Portal identity.
- Current access to the exact business and Customer account.
Access rules
- There is no public self-registration.
- Every Quote, Job, Invoice, and notification has its own current eligibility boundary.
Where to find it
Navigation map
- Portal sign in
- Customer Portal → Sign in
- Business selection
- Customer Portal → Choose business
- Account overview
- Customer Portal → Account overview
- Service Sites
- Customer Portal → Service Sites
- Service requests
- Customer Portal → Requests
- Account security
- Customer Portal → Account security
Walkthrough
Step by step
- 01
Sign in through the Portal
Use the Customer Portal identity created by a business invitation. It is separate from your Staff sign-in.
- 02
Choose the business account
One identity can have more than one live relationship. Confirm the business and Customer before opening private records.
- 03
Review shared work
Start with the single next-action card: a Quote response, overdue Invoice or scheduled customer-visible Job is prioritised from the current selected relationship. Then open only current published Quotes, explicitly shared Jobs, issued Invoices and customer-safe notifications.
- 04
Respond through the available action
Accept or decline an eligible Quote after confirming its exact published revision, review response evidence, inspect published Job progress, download documents, submit a service request, or request a profile or Service Site change.
- 05
Choose device notifications in the mobile app
Open Profile and choose Enable notifications for this device. Approve the device prompt if you want generic lock-screen alerts. The Portal inbox and current account access remain the source of truth when you open an alert.
- 06
Protect the account
Use Account security for password changes and session controls. Never share invitations or recovery links with support.
Troubleshooting
If something does not look right
A shared item is not found.
Return to business selection and confirm the account. Access or publication may have been revoked or replaced.
The customer needs to change contact details.
Submit a profile change request. The business must review it before the Customer record changes.
Keep going