Doc Summary
The Customer Portal is an online tool that allows customers to view appointment and service details, pay balances, manage account information, leave technician feedback, and update payment methods.
Access & Log-In #
- Customers can access the portal using the Customer Portal link located in the upper-right corner of any company email.
- The link automatically logs the customer in and expires after two weeks.
- Customer login details are located in the Customer Card → Admin tab.
- A “Portal Login” link can be sent via SMS/email for customers to retrieve their account number/reset their password.
Portal Overview #
Upon login, customers are directed to the Summary page, which provides access to:
- Service History
- Billing Information
- Account Information
- Wallet (authorized payment methods)
- Upcoming subscription services
- Technician feedback for the most recent service
Linked Properties #
Customers with multiple properties can view each property’s balance and details through the Properties link while logged into the Master (Parent) Account.
Selecting a property opens that property’s Customer Portal with the same functionality.
Note: Only master accounts can access linked (child) accounts. Child accounts cannot view other properties. If sending a customer a link, this must be sent through the master account.
Service History #
Customers can select a Service Type to view:
- Technician name
- Service notes
- Invoice number
- Products used
- Service cost
- Review and technician feedback
Billing Tab #
Displays Billing History, Account Balance, and Payment Information. Customers may update billing details and pay outstanding balances. Clicking an invoice description opens a printable receipt.
Account Tab #
Customers can update:
- Contact information
- Portal password
- Appointment reminder preferences
- Property details
- Stored documents and images
Wallet Tab #
Displays all saved credit/debit cards and bank accounts. One payment method may be designated as Default AutoPay and will appear highlighted.
Additional Tabs #
- Files Tab: Displays account-related images and documents.
- Conditions Tab: Shows termite inspection findings, including photos, severity, target areas, details, resolution, and recommended services.
- Products Tab: Displays products used on the customer’s account.
Adding a Payment Method #
- Select Add Payment Method from the Wallet tab.
- Choose Credit Card or Bank Account and complete the required information.
- Verify the billing address and select Default AutoPay if applicable.
- Click Save to store the payment method.
Making a Payment #
- Navigate to the Billing tab.
- Select the Make a Payment icon or Pay Now under the balance.
- The default payment amount is the full responsible balance, but customers may enter a different amount if desired.