The Customer Portal

# The Customer Portal ## What is it? The Customer Portal is a separate login area for your customers. Instead of calling the office to request a job, a customer logs into their own portal and submits a Work Order request directly. You control exactly what each customer can see and do. The Customer Portal requires the **Customer Portal Power-Up**. ## What can it do? - Let customers submit new Work Order requests without calling the office. - Show customers the status of their existing Work Orders. - Display invoices to customers. - Show customer objects and related documents. - Give customers a dashboard summary of their account. - Support different portal settings for different customers (each portal has its own URL). ## How to use it **Set up a customer portal:** 1. Go to **Settings** and search for **Portal settings**. 2. Click **Add** (top right). 3. Fill in: - **URL name** — one word, no spaces. This becomes part of the customer's login link. - **Portal name** — the name the customer sees. - **Email address** — where new Work Order requests are sent. 4. Set the language and date format. 5. Choose what the customer can see: invoices, Work Order details, photos, objects, and documents. 6. Set the welcome text and any default Work Order description. 7. Click **Save**. 8. Share the portal URL with the customer and set up their login credentials. ## Things to watch out for - Do not enter CSS code in the Advanced theme settings unless you are confident in what you are doing — incorrect code will break the portal display. - Turn on **Required to accept** if you want new Work Order requests to need office approval before they are planned. - Each portal has its own URL. You can create different portals for different customers with different settings. ## See Also - [Power-Ups Overview](../power-ups/power-ups-overview.md) - [Work Order Statuses](../work-orders/work-order-statuses.md)